SVB Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SVB Wealth’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,486	Closed	-$693K	–	871
2025 Q1	$693K	Hold	8,486	–	–	0.03%	187
2024 Q4	$646K	Buy	+8,486	New	+$675K	0.01%	382
2024 Q3	–	Sell	-5,586	Closed	-$440K	–	197
2024 Q2	$440K	Hold	5,586	–	–	0.01%	448
2024 Q1	$446K	Sell	5,586 -2,744	-33%	-$210K	0.01%	507
2023 Q4	$629K	Sell	8,330 -550	-6%	-$39K	0.02%	425
2023 Q3	$614K	Buy	8,880 +1,079	+14%	+$77.7K	0.01%	408
2023 Q2	$569K	Sell	7,801 -20	-0.3%	-$1.46K	0.01%	451
2023 Q1	$562K	Buy	7,821 +3,321	+74%	+$233K	0.01%	511
2022 Q4	$296K	Buy	+4,500	New	+$283K	﹤0.01%	752
2022 Q3	–	Sell	-4,400	Closed	-$276K	–	995
2022 Q2	$276K	Buy	+4,400	New	+$300K	﹤0.01%	594

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth's ESGD Position: Q2 2025 in Review

SVB Wealth sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 8,486 shares — an estimated $693K sold.

SVB Wealth first reported a position in ESGD in Q2 2022 and held it in 10 quarters. The position peaked at $693K in Q1 2025. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

SVB Wealth reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 8,486 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $693K.
SVB Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 10 quarters.
SVB Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $693K in Q1 2025.
641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.