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

WealthShield 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
2026
Q1 		$2.8M Buy
29,252
+2,368
+9% +$234K 0.31% 88
2025
Q4 		$2.56M Buy
26,884
+1,112
+4% +$105K 0.28% 99
2025
Q3 		$2.4M Buy
25,772
+1,036
+4% +$93.7K 0.27% 99
2025
Q2 		$2.21M Sell
24,736
-7,502
-23% -$640K 0.27% 103
2025
Q1 		$2.63M Buy
32,238
+1
+0% +$81 0.34% 87
2024
Q4 		$2.45M Sell
32,237
-3,403
-10% -$271K 0.35% 82
2024
Q3 		$3M Sell
35,640
-415
-1% -$33.5K 0.41% 74
2024
Q2 		$2.84M Buy
36,055
+488
+1% +$38.8K 0.43% 67
2024
Q1 		$2.84M Buy
35,567
+1,247
+4% +$95.5K 0.46% 59
2023
Q4 		$2.59M Sell
34,320
-5,994
-15% -$424K 0.43% 64
2023
Q3 		$2.79M Buy
40,314
+7,598
+23% +$547K 0.42% 64
2023
Q2 		$2.39M Buy
32,716
+429
+1% +$31.3K 0.36% 69
2023
Q1 		$2.32M Sell
32,287
-123
-0.4% -$8.63K 0.37% 69
2022
Q4 		$2.13M Buy
32,410
+2,184
+7% +$137K 0.41% 67
2022
Q3 		$1.7M Buy
30,226
+1,378
+5% +$86.4K 0.34% 81
2022
Q2 		$1.81M Buy
28,848
+653
+2% +$44.6K 0.36% 70
2022
Q1 		$2.08M Sell
28,195
-36,287
-56% -$2.73M 0.33% 71
2021
Q4 		$5.12M Buy
+64,482
New +$5.13M 0.85% 32
2021
Q3 		– Sell
-575
Closed -$45K – 376
2021
Q2 		$45K Buy
575
+50
+10% +$3.98K 0.01% 496
2021
Q1 		$40K Buy
+525
New +$39.5K 0.01% 498
2020
Q4 		– Sell
-1,293
Closed -$82K – 312
2020
Q3 		$82K Hold
1,293
– – 0.03% 280
2020
Q2 		$78K Buy
1,293
+1,154
+830% +$66.3K 0.04% 233
2020
Q1 		$7K Buy
+139
New +$8.75K ﹤0.01% 228

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

WealthShield Partners's ESGD Position: Q1 2026 in Review

WealthShield Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 8.8% in Q1 2026, buying an estimated $234K and bringing the position to 29,252 shares worth $2.8M. The position accounts for 0.31% of the portfolio, ranked #88.

WealthShield Partners first reported a position in ESGD in Q1 2020 and has held it in 23 quarters since. The position peaked at $5.12M in Q4 2021. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • WealthShield Partners held 29,252 shares of iShares ESG Aware MSCI EAFE ETF worth $2.8M as of Q1 2026.
  • WealthShield Partners bought 2,368 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $234K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.31% of WealthShield Partners's portfolio in Q1 2026, its #88 holding.
  • WealthShield Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 23 quarters since.
  • WealthShield Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $5.12M in Q4 2021.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.