TownSquare Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

TownSquare Capital’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 Q2	–	Sell	-11,637	Closed	-$951K	–	908
2025 Q1	$951K	Buy	11,637 +1,701	+17%	+$137K	0.01%	871
2024 Q4	$757K	Buy	9,936 +1,109	+13%	+$88.2K	0.01%	866
2024 Q3	$743K	Buy	+8,827	New	+$713K	0.01%	807
2023 Q4	–	Sell	-3,562	Closed	-$246K	–	1160
2023 Q3	$246K	Buy	+3,562	New	+$256K	﹤0.01%	976
2019 Q3	–	Sell	-17,500	Closed	-$1.09M	–	496
2019 Q2	$1.09M	Buy	+17,500	New	+$1.12M	0.1%	161

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

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

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

TownSquare Capital's ESGD Position: Q2 2025 in Review

TownSquare Capital sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2025, closing a stake of 11,637 shares — an estimated $951K sold.

TownSquare Capital first reported a position in ESGD in Q2 2019 and held it in 5 quarters. The position peaked at $1.09M in Q2 2019. 641 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

TownSquare Capital reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 11,637 iShares ESG Aware MSCI EAFE ETF shares in Q2 2025, an estimated $951K.
TownSquare Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and held it in 5 quarters.
TownSquare Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $1.09M in Q2 2019.
641 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.