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Sweeney & Michel’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sweeney & Michel’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
2026
Q1 		$206K Hold
2,032
– – 0.06% 143
2025
Q4 		$211K Buy
+2,032
New +$192K 0.06% 140

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Sweeney & Michel's ESGD Position: Q1 2026 in Review

Sweeney & Michel held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 2,032 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #143.

Sweeney & Michel first reported a position in ESGD in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Sweeney & Michel held 2,032 shares of iShares ESG Aware MSCI EAFE ETF worth $206K as of Q1 2026.
  • Sweeney & Michel left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Sweeney & Michel's portfolio in Q1 2026, its #143 holding.
  • Sweeney & Michel first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
  • Sweeney & Michel's iShares ESG Aware MSCI EAFE ETF position peaked at $211K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.