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

Valeo 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 		– Sell
-8,653
Closed -$823K – 795
2025
Q4 		$823K Hold
8,653
– – 0.02% 347
2025
Q3 		$805K Hold
8,653
– – 0.02% 354
2025
Q2 		$772K Sell
8,653
-3,062
-26% -$261K 0.02% 356
2025
Q1 		$957K Buy
11,715
+1,583
+16% +$128K 0.03% 271
2024
Q4 		$771K Hold
10,132
– – 0.02% 322
2024
Q3 		$853K Buy
10,132
+83
+0.8% +$6.71K 0.02% 286
2024
Q2 		$792K Sell
10,049
-650
-6% -$51.6K 0.02% 283
2024
Q1 		$832K Buy
10,699
+115
+1% +$8.81K 0.03% 266
2023
Q4 		$800K Sell
10,584
-21
-0.2% -$1.49K 0.03% 261
2023
Q3 		$733K Sell
10,605
-584
-5% -$42K 0.03% 254
2023
Q2 		$816K Sell
11,189
-312
-3% -$22.8K 0.04% 233
2023
Q1 		$826K Buy
+11,501
New +$807K 0.04% 240
2021
Q2 		– Sell
-902
Closed -$68K – 903
2021
Q1 		$68K Buy
902
+20
+2% +$1.51K ﹤0.01% 751
2020
Q4 		$64K Buy
882
+47
+6% +$3.21K ﹤0.01% 696
2020
Q3 		$53K Hold
835
– – ﹤0.01% 649
2020
Q2 		$51K Buy
835
+595
+248% +$34.2K ﹤0.01% 717
2020
Q1 		$13K Buy
+240
New +$15.1K ﹤0.01% 1000

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

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

Valeo Financial Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 8,653 shares — an estimated $823K sold.

Valeo Financial Advisors first reported a position in ESGD in Q1 2020 and held it in 17 quarters. The position peaked at $957K in Q1 2025. 750 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Valeo Financial Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,653 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $823K.
  • Valeo Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and held it in 17 quarters.
  • Valeo Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $957K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

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