WFA
ESGD icon

West Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

West Financial Advisors’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
-32
Closed -$2.44K – 209
2024
Q4 		$2.44K Buy
+32
New +$2.55K ﹤0.01% 175

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Financial Advisors's ESGD Position: Q1 2025 in Review

West Financial Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2025, closing a stake of 32 shares — an estimated $2.44K sold.

West Financial Advisors first reported a position in ESGD in Q4 2024 and held it in 1 quarter. The position peaked at $2.44K in Q4 2024. 606 funds tracked by Wall St. Rank hold ESGD as of Q1 2025.

  • West Financial Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • West Financial Advisors sold 32 iShares ESG Aware MSCI EAFE ETF shares in Q1 2025, an estimated $2.44K.
  • West Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • West Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $2.44K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.