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Synergy Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-2,746
Closed -$231K – 292
2024
Q4 		$231K Hold
2,746
– – 0.02% 185
2024
Q3 		$231K Sell
2,746
-150
-5% -$12.1K 0.04% 124
2024
Q2 		$228K Buy
+2,896
New +$230K 0.04% 119
2024
Q1 		– Sell
-2,751
Closed -$208K – 139
2023
Q4 		$208K Buy
+2,751
New +$195K 0.04% 130

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synergy Asset Management's ESGD Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 2,746 shares — an estimated $231K sold.

Synergy Asset Management first reported a position in ESGD in Q4 2023 and held it in 4 quarters. The position peaked at $231K in Q4 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2,746 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $231K.
  • Synergy Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
  • Synergy Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $231K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.