VisionPoint Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

VisionPoint Advisory Group’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	-682	Closed	-$51.7K	–	238
2024 Q4	$51.7K	Buy	+682	New	+$54.3K	0.02%	294
2024 Q3	–	Sell	-682	Closed	-$53.7K	–	403
2024 Q2	$53.7K	Hold	682	–	–	0.02%	260
2024 Q1	$54.5K	Hold	682	–	–	0.02%	256
2023 Q4	$51.5K	Buy	+682	New	+$48.3K	0.02%	236
2023 Q3	–	Sell	-682	Closed	-$49.7K	–	723
2023 Q2	$49.7K	Buy	+682	New	+$49.7K	0.02%	211

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VisionPoint Advisory Group's ESGD Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 682 shares — an estimated $51.7K sold.

VisionPoint Advisory Group first reported a position in ESGD in Q2 2023 and held it in 5 quarters. The position peaked at $54.5K in Q1 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

VisionPoint Advisory Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 682 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $51.7K.
VisionPoint Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and held it in 5 quarters.
VisionPoint Advisory Group's iShares ESG Aware MSCI EAFE ETF position peaked at $54.5K in Q1 2024.
606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.