Team Hewins’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Team Hewins’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	-2,111	Closed	-$201K	–	42
2025 Q4	$201K	Buy	+2,111	New	+$199K	0.06%	39

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

Team Hewins's ESGD Position: Q1 2026 in Review

Team Hewins sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 2,111 shares — an estimated $201K sold.

Team Hewins first reported a position in ESGD in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Team Hewins reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Team Hewins sold 2,111 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $201K.
Team Hewins first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
Team Hewins's iShares ESG Aware MSCI EAFE ETF position peaked at $201K in Q4 2025.
746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Team Hewins's 13F filing for Q1 2026, filed 30 Apr 2026.