TFO
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Tarbox Family Office’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tarbox Family Office’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
Q4 		– Sell
-3,149
Closed -$293K – 110
2025
Q3 		$293K Hold
3,149
– – 0.04% 102
2025
Q2 		$281K Hold
3,149
– – 0.04% 103
2025
Q1 		$257K Sell
3,149
-378
-11% -$30.5K 0.04% 103
2024
Q4 		$269K Buy
3,527
+22
+0.6% +$1.75K 0.04% 99
2024
Q3 		$295K Hold
3,505
– – 0.05% 91
2024
Q2 		$276K Buy
3,505
+317
+10% +$25.2K 0.05% 93
2024
Q1 		$255K Sell
3,188
-133
-4% -$10.2K 0.04% 95
2023
Q4 		$251K Buy
3,321
+20
+0.6% +$1.42K 0.05% 89
2023
Q3 		$228K Sell
3,301
-3,018
-48% -$217K 0.05% 92
2023
Q2 		$461K Buy
6,319
+136
+2% +$9.92K 0.09% 65
2023
Q1 		$444K Buy
6,183
+321
+5% +$22.5K 0.09% 58
2022
Q4 		$385K Buy
5,862
+630
+12% +$39.6K 0.08% 66
2022
Q3 		$328K Sell
5,232
-94
-2% -$5.89K 0.08% 68
2022
Q2 		$334K Sell
5,326
-162
-3% -$11.1K 0.08% 81
2022
Q1 		$405K Sell
5,488
-152
-3% -$11.4K 0.08% 66
2021
Q4 		$448K Hold
5,640
– – 0.08% 84
2021
Q3 		$442K Buy
5,640
+594
+12% +$47.7K 0.08% 82
2021
Q2 		$399K Hold
5,046
– – 0.07% 97
2021
Q1 		$383K Buy
5,046
+1,575
+45% +$119K 0.08% 92
2020
Q4 		$254K Hold
3,471
– – 0.05% 110
2020
Q3 		$220K Hold
3,471
– – 0.05% 107
2020
Q2 		$210K Buy
3,471
+25
+0.7% +$1.44K 0.05% 109
2020
Q1 		$183K Buy
3,446
+3,060
+793% +$193K 0.06% 107
2019
Q4 		$27K Hold
386
– – 0.01% 242
2019
Q3 		$25K Hold
386
– – 0.01% 224
2019
Q2 		$25K Hold
386
– – 0.01% 224
2019
Q1 		$24K Hold
386
– – 0.01% 208
2018
Q4 		$22K Buy
+386
New +$23.5K 0.01% 207

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Tarbox Family Office's ESGD Position: Q4 2025 in Review

Tarbox Family Office sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025, closing a stake of 3,149 shares — an estimated $293K sold.

Tarbox Family Office first reported a position in ESGD in Q4 2018 and held it in 28 quarters. The position peaked at $461K in Q2 2023. 720 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Tarbox Family Office reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Tarbox Family Office sold 3,149 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $293K.
  • Tarbox Family Office first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and held it in 28 quarters.
  • Tarbox Family Office's iShares ESG Aware MSCI EAFE ETF position peaked at $461K in Q2 2023.
  • 720 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Tarbox Family Office's 13F filing for Q4 2025, filed 21 Jan 2026.