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Veridan Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Veridan Wealth’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 		$3.96M Buy
41,436
+1,049
+3% +$104K 1.47% 22
2025
Q4 		$3.84M Buy
40,387
+744
+2% +$70.1K 1.29% 22
2025
Q3 		$3.69M Buy
+39,643
New +$3.59M 1.27% 22
2025
Q1 		$3.42M Sell
41,926
-2,487
-6% -$201K 1.55% 19
2024
Q4 		$3.49M Buy
+44,413
New +$3.53M 1.63% 19
2024
Q2 		$3.54M Buy
+39,696
New +$3.15M 1.42% 21

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

Veridan Wealth's ESGD Position: Q1 2026 in Review

Veridan Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.6% in Q1 2026, buying an estimated $104K and bringing the position to 41,436 shares worth $3.96M. The position accounts for 1.47% of the portfolio, ranked #22.

Veridan Wealth first reported a position in ESGD in Q2 2024 and has held it in 6 quarters since. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Veridan Wealth held 41,436 shares of iShares ESG Aware MSCI EAFE ETF worth $3.96M as of Q1 2026.
  • Veridan Wealth bought 1,049 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $104K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.47% of Veridan Wealth's portfolio in Q1 2026, its #22 holding.
  • Veridan Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 6 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.