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Valmark Advisers’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-2,308
Closed -$215K – 660
2025
Q3 		$215K Hold
2,308
– – ﹤0.01% 628
2025
Q2 		$206K Buy
+2,308
New +$197K ﹤0.01% 629

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Valmark Advisers's ESGD Position: Q4 2025 in Review

Valmark Advisers sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025, closing a stake of 2,308 shares — an estimated $215K sold.

Valmark Advisers first reported a position in ESGD in Q2 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 725 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

  • Valmark Advisers reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Valmark Advisers sold 2,308 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $215K.
  • Valmark Advisers first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and held it in 2 quarters.
  • Valmark Advisers's iShares ESG Aware MSCI EAFE ETF position peaked at $215K in Q3 2025.
  • 725 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.