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

Talisman Wealth Advisors’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	–	Sell	-2,928	Closed	-$279K	–	109
2025 Q4	$279K	Buy	2,928 +418	+17%	+$39.4K	0.22%	86
2025 Q3	$233K	Buy	+2,510	New	+$227K	0.19%	104
2023 Q4	–	Sell	-3,682	Closed	-$255K	–	86
2023 Q3	$255K	Sell	3,682 -179	-5%	-$12.9K	0.44%	69
2023 Q2	$282K	Buy	3,861 +47	+1%	+$3.43K	0.48%	66
2023 Q1	$274K	Hold	3,814	–	–	0.5%	69
2022 Q4	$251K	Buy	+3,814	New	+$240K	0.53%	60

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

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Talisman Wealth Advisors's ESGD Position: Q1 2026 in Review

Talisman Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 2,928 shares — an estimated $279K sold.

Talisman Wealth Advisors first reported a position in ESGD in Q4 2022 and held it in 6 quarters. The position peaked at $282K in Q2 2023. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Talisman Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 2,928 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $279K.
Talisman Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 6 quarters.
Talisman Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $282K in Q2 2023.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.