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

Vontobel Holding’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 Q4	–	Sell	-7,108	Closed	-$661K	–	1461
2025 Q3	$661K	Sell	7,108 -15	-0.2%	-$1.36K	﹤0.01%	852
2025 Q2	$636K	Hold	7,123	–	–	﹤0.01%	828
2025 Q1	$582K	Sell	7,123 -839	-11%	-$67.7K	﹤0.01%	738
2024 Q4	$606K	Buy	7,962 +35	+0.4%	+$2.79K	﹤0.01%	741
2024 Q3	$667K	Buy	7,927 +497	+7%	+$40.2K	﹤0.01%	704
2024 Q2	$585K	Sell	7,430 -1,724	-19%	-$137K	﹤0.01%	731
2024 Q1	$731K	Buy	9,154 +1,142	+14%	+$87.5K	0.01%	666
2023 Q4	$605K	Buy	+8,012	New	+$567K	0.01%	745

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Vontobel Holding's ESGD Position: Q4 2025 in Review

Vontobel Holding sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2025, closing a stake of 7,108 shares — an estimated $661K sold.

Vontobel Holding first reported a position in ESGD in Q4 2023 and held it in 8 quarters. The position peaked at $731K in Q1 2024. 721 funds tracked by Wall St. Rank hold ESGD as of Q4 2025.

Vontobel Holding reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Vontobel Holding sold 7,108 iShares ESG Aware MSCI EAFE ETF shares in Q4 2025, an estimated $661K.
Vontobel Holding first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and held it in 8 quarters.
Vontobel Holding's iShares ESG Aware MSCI EAFE ETF position peaked at $731K in Q1 2024.
721 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2025.

Based on Vontobel Holding's 13F filing for Q4 2025, filed 13 Feb 2026.