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TrueWealth Financial Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-25,419
Closed -$2.42M – 78
2025
Q4 		$2.42M Buy
+25,419
New +$2.4M 2% 17

Other funds holding ESGD

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

TrueWealth Financial Partners's ESGD Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 25,419 shares — an estimated $2.42M sold.

TrueWealth Financial Partners first reported a position in ESGD in Q4 2025 and held it in 1 quarter. The position peaked at $2.42M in Q4 2025. 750 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 25,419 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $2.42M.
  • TrueWealth Financial Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $2.42M in Q4 2025.
  • 750 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.