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Van Hulzen Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Van Hulzen Asset 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
-627
Closed -$47.7K – 533
2024
Q4 		$47.7K Buy
+627
New +$49.9K ﹤0.01% 515
2024
Q3 		– Sell
-3,399
Closed -$268K – 326
2024
Q2 		$268K Hold
3,399
– – 0.02% 268
2024
Q1 		$272K Sell
3,399
-781
-19% -$59.8K 0.02% 275
2023
Q4 		$316K Hold
4,180
– – 0.02% 257
2023
Q3 		$289K Hold
4,180
– – 0.02% 250
2023
Q2 		$305K Hold
4,180
– – 0.03% 239
2023
Q1 		$300K Hold
4,180
– – 0.03% 230
2022
Q4 		$275K Hold
4,180
– – 0.03% 238
2022
Q3 		$235K Sell
4,180
-230
-5% -$14.4K 0.03% 240
2022
Q2 		$277K Buy
4,410
+9
+0.2% +$614 0.03% 230
2022
Q1 		$324K Sell
4,401
-3,709
-46% -$279K 0.03% 224
2021
Q4 		$644K Buy
8,110
+100
+1% +$7.96K 0.07% 154
2021
Q3 		$628K Buy
8,010
+1,239
+18% +$99.5K 0.09% 119
2021
Q2 		$535K Buy
6,771
+624
+10% +$49.7K 0.08% 137
2021
Q1 		$467K Buy
6,147
+2,200
+56% +$166K 0.07% 152
2020
Q4 		$288K Sell
3,947
-3,300
-46% -$225K 0.04% 218
2020
Q3 		$460K Hold
7,247
– – 0.07% 135
2020
Q2 		$439K Buy
7,247
+1,917
+36% +$110K 0.07% 141
2020
Q1 		$283K Buy
+5,330
New +$335K 0.06% 189

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

Van Hulzen Asset Management's ESGD Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 627 shares — an estimated $47.7K sold.

Van Hulzen Asset Management first reported a position in ESGD in Q1 2020 and held it in 19 quarters. The position peaked at $644K in Q4 2021. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 627 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $47.7K.
  • Van Hulzen Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and held it in 19 quarters.
  • Van Hulzen Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $644K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.