TPG Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

TPG Financial 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	$211K	Sell	2,203 -26	-1%	-$2.57K	0.07%	74
2025 Q4	$212K	Buy	+2,229	New	+$210K	0.07%	72
2021 Q2	–	Sell	-2,642	Closed	-$201K	–	38
2021 Q1	$201K	Buy	+2,642	New	+$199K	0.14%	41
2020 Q2	–	Sell	-3,920	Closed	-$208K	–	37
2020 Q1	$208K	Buy	3,920 +17	+0.4%	+$1.07K	0.21%	42
2019 Q4	$268K	Sell	3,903 -78	-2%	-$5.2K	0.22%	44
2019 Q3	$255K	Buy	+3,981	New	+$252K	0.23%	41
2019 Q2	–	Sell	-3,793	Closed	-$243K	–	41
2019 Q1	$243K	Buy	+3,793	New	+$233K	0.23%	35

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

TPG Financial Advisors's ESGD Position: Q1 2026 in Review

TPG Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.2% in Q1 2026, selling an estimated $2.57K and leaving 2,203 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #74.

TPG Financial Advisors first reported a position in ESGD in Q1 2019 and has held it in 7 quarters since. The position peaked at $268K in Q4 2019. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

TPG Financial Advisors held 2,203 shares of iShares ESG Aware MSCI EAFE ETF worth $211K as of Q1 2026.
TPG Financial Advisors sold 26 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $2.57K.
iShares ESG Aware MSCI EAFE ETF made up 0.07% of TPG Financial Advisors's portfolio in Q1 2026, its #74 holding.
TPG Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 7 quarters since.
TPG Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $268K in Q4 2019.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.