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

Waypoint Wealth Partners’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
Q2 		$3.49M Hold
39,104
– – 0.85% 14
2025
Q1 		$3.19M Sell
39,104
-1,335
-3% -$108K 0.88% 13
2024
Q4 		$3.08M Buy
40,439
+14
+0% +$1.11K 0.84% 15
2024
Q3 		$3.4M Sell
40,425
-2,000
-5% -$162K 0.9% 14
2024
Q2 		$3.34M Sell
42,425
-220
-0.5% -$17.5K 0.98% 13
2024
Q1 		$3.41M Hold
42,645
– – 0.97% 11
2023
Q4 		$3.22M Sell
42,645
-3,933
-8% -$279K 1% 11
2023
Q3 		$3.22M Buy
46,578
+3,783
+9% +$272K 1.12% 12
2023
Q2 		$3.12M Hold
42,795
– – 1.07% 12
2023
Q1 		$3.07M Sell
42,795
-19,275
-31% -$1.35M 1.1% 12
2022
Q4 		$4.08M Sell
62,070
-6,034
-9% -$379K 1.6% 9
2022
Q3 		$3.82M Sell
68,104
-59,910
-47% -$3.76M 1.61% 11
2022
Q2 		$8.03M Buy
128,014
+67,012
+110% +$4.57M 3.08% 9
2022
Q1 		$4.5M Buy
61,002
+1
+0% +$75 1.64% 11
2021
Q4 		$4.85M Buy
61,001
+536
+0.9% +$42.7K 1.66% 11
2021
Q3 		$4.74M Sell
60,465
-540
-0.9% -$43.4K 1.77% 9
2021
Q2 		$4.82M Sell
61,005
-460
-0.7% -$36.6K 1.87% 9
2021
Q1 		$4.67M Hold
61,465
– – 3.4% 7
2020
Q4 		$4.49M Buy
+61,465
New +$4.2M 3.52% 7

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waypoint Wealth Partners's ESGD Position: Q2 2025 in Review

Waypoint Wealth Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2025 at 39,104 shares worth $3.49M. The position accounts for 0.85% of the portfolio, ranked #14.

Waypoint Wealth Partners first reported a position in ESGD in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.03M in Q2 2022. 644 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • Waypoint Wealth Partners held 39,104 shares of iShares ESG Aware MSCI EAFE ETF worth $3.49M as of Q2 2025.
  • Waypoint Wealth Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.85% of Waypoint Wealth Partners's portfolio in Q2 2025, its #14 holding.
  • Waypoint Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 19 quarters since.
  • Waypoint Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $8.03M in Q2 2022.
  • 644 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.