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

Verus Wealth 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
Q3 		– Sell
-4,000
Closed -$357K – 57
2025
Q2 		$357K Hold
4,000
– – 0.36% 42
2025
Q1 		$327K Sell
4,000
-260
-6% -$21K 0.36% 40
2024
Q4 		$324K Buy
+4,260
New +$339K 0.36% 42

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Verus Wealth Management's ESGD Position: Q3 2025 in Review

Verus Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025, closing a stake of 4,000 shares — an estimated $357K sold.

Verus Wealth Management first reported a position in ESGD in Q4 2024 and held it in 3 quarters. The position peaked at $357K in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Verus Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Verus Wealth Management sold 4,000 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $357K.
  • Verus Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Verus Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $357K in Q2 2025.
  • 642 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Verus Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.