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

True Link 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 		$370K Buy
3,868
+212
+6% +$21K 0.02% 57
2025
Q4 		$348K Sell
3,656
-93
-2% -$8.77K 0.02% 74
2025
Q3 		$349K Sell
3,749
-315
-8% -$28.5K 0.02% 65
2025
Q2 		$363K Buy
4,064
+1,046
+35% +$89.2K 0.03% 60
2025
Q1 		$247K Sell
3,018
-529
-15% -$42.7K 0.02% 82
2024
Q4 		$270K Buy
+3,547
New +$282K 0.02% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

True Link Financial Advisors's ESGD Position: Q1 2026 in Review

True Link Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.8% in Q1 2026, buying an estimated $21K and bringing the position to 3,868 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #57.

True Link Financial Advisors first reported a position in ESGD in Q4 2024 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • True Link Financial Advisors held 3,868 shares of iShares ESG Aware MSCI EAFE ETF worth $370K as of Q1 2026.
  • True Link Financial Advisors bought 212 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $21K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of True Link Financial Advisors's portfolio in Q1 2026, its #57 holding.
  • True Link Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.