VFP
ESGD icon

Vested Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Vested Financial Planning’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
-2,731
Closed -$260K – 28
2025
Q4 		$260K Hold
2,731
– – 0.2% 27
2025
Q3 		$254K Buy
2,731
+55
+2% +$4.98K 0.21% 27
2025
Q2 		$239K Hold
2,676
– – 0.21% 25
2025
Q1 		$219K Sell
2,676
-828
-24% -$66.8K 0.22% 24
2024
Q4 		$267K Buy
+3,504
New +$279K 0.25% 23

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

Vested Financial Planning's ESGD Position: Q1 2026 in Review

Vested Financial Planning sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2026, closing a stake of 2,731 shares — an estimated $260K sold.

Vested Financial Planning first reported a position in ESGD in Q4 2024 and held it in 5 quarters. The position peaked at $267K in Q4 2024. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Vested Financial Planning reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Vested Financial Planning sold 2,731 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $260K.
  • Vested Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 5 quarters.
  • Vested Financial Planning's iShares ESG Aware MSCI EAFE ETF position peaked at $267K in Q4 2024.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.