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

Tradewinds Capital Management’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
Q1 		– Sell
-172
Closed -$13.1K – 685
2024
Q4 		$13.1K Buy
+172
New +$13.7K ﹤0.01% 343

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradewinds Capital Management's ESGD Position: Q1 2025 in Review

Tradewinds Capital Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 172 shares — an estimated $13.1K sold.

Tradewinds Capital Management first reported a position in ESGD in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Tradewinds Capital Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 172 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $13.1K.
  • Tradewinds Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • Tradewinds Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $13.1K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.