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Wealthspire Advisors (New York)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wealthspire Advisors (New York)’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 		$9.7M Sell
101,463
-17,175
-14% -$1.7M 0.08% 116
2025
Q4 		$11.3M Buy
118,638
+5,388
+5% +$508K 0.09% 107
2025
Q3 		$10.5M Sell
113,250
-4,064
-3% -$368K 0.06% 110
2025
Q2 		$10.5M Sell
117,314
-1,311
-1% -$112K 0.06% 110
2025
Q1 		$9.69M Sell
118,625
-1,055
-0.9% -$85.1K 0.06% 115
2024
Q4 		$9.11M Sell
119,680
-862
-0.7% -$68.6K 0.09% 107
2024
Q3 		$10.1M Buy
120,542
+114,334
+1,842% +$9.24M 0.1% 100
2024
Q2 		$489K Buy
6,208
+15
+0.2% +$1.19K 0.01% 440
2024
Q1 		$495K Buy
6,193
+57
+0.9% +$4.37K 0.01% 429
2023
Q4 		$464K Sell
6,136
-297
-5% -$21K 0.01% 428
2023
Q3 		$445K Buy
6,433
+89
+1% +$6.41K 0.01% 413
2023
Q2 		$463K Buy
6,344
+191
+3% +$13.9K 0.01% 376
2023
Q1 		$442K Sell
6,153
-898
-13% -$63K 0.01% 372
2022
Q4 		$464K Sell
7,051
-1,021
-13% -$64.1K 0.01% 379
2022
Q3 		$453K Buy
8,072
+2,924
+57% +$183K 0.01% 351
2022
Q2 		$323K Buy
5,148
+34
+0.7% +$2.32K 0.01% 384
2022
Q1 		$377K Sell
5,114
-1,896
-27% -$143K 0.01% 317
2021
Q4 		$557K Buy
7,010
+760
+12% +$60.5K 0.01% 306
2021
Q3 		$490K Buy
+6,250
New +$502K 0.01% 359
2021
Q2 		– Sell
-4,482
Closed -$340K – 471
2021
Q1 		$340K Buy
+4,482
New +$338K 0.01% 515
2019
Q1 		– Sell
-380
Closed -$22K – 281
2018
Q4 		$22K Buy
+380
New +$23.1K ﹤0.01% 319

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

Wealthspire Advisors (New York)'s ESGD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 14% in Q1 2026, selling an estimated $1.7M and leaving 101,463 shares worth $9.7M. The position accounts for 0.08% of the portfolio, ranked #116.

Wealthspire Advisors (New York) first reported a position in ESGD in Q4 2018 and has held it in 21 quarters since. The position peaked at $11.3M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Wealthspire Advisors (New York) held 101,463 shares of iShares ESG Aware MSCI EAFE ETF worth $9.7M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 17,175 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $1.7M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #116 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s iShares ESG Aware MSCI EAFE ETF position peaked at $11.3M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.