Thurston Springer Miller Herd & Titak’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-269	Closed	-$24K	–	796
2025 Q2	$24K	Buy	269 +86	+47%	+$7.33K	﹤0.01%	881
2025 Q1	$14.9K	Hold	183	–	–	﹤0.01%	982
2024 Q4	$13.9K	Hold	183	–	–	﹤0.01%	811
2024 Q3	$15.4K	Hold	183	–	–	﹤0.01%	895
2024 Q2	$14.4K	Buy	+183	New	+$14.5K	﹤0.01%	895

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's ESGD Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 269 shares — an estimated $24K sold.

Thurston Springer Miller Herd & Titak first reported a position in ESGD in Q2 2024 and held it in 5 quarters. The position peaked at $24K in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 269 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $24K.
Thurston Springer Miller Herd & Titak first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's iShares ESG Aware MSCI EAFE ETF position peaked at $24K in Q2 2025.
642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.