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Westend Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Westend Capital Management’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 		$98.5K Sell
1,030
-45
-4% -$4.45K 0.03% 75
2025
Q4 		$102K Hold
1,075
– – 0.03% 69
2025
Q3 		$100K Hold
1,075
– – 0.03% 60
2025
Q2 		$95.9K Buy
+1,075
New +$91.7K 0.03% 60

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

Westend Capital Management's ESGD Position: Q1 2026 in Review

Westend Capital Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.2% in Q1 2026, selling an estimated $4.45K and leaving 1,030 shares worth $98.5K. The position accounts for 0.03% of the portfolio, ranked #75.

Westend Capital Management first reported a position in ESGD in Q2 2025 and has held it in 4 quarters since. The position peaked at $102K in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Westend Capital Management held 1,030 shares of iShares ESG Aware MSCI EAFE ETF worth $98.5K as of Q1 2026.
  • Westend Capital Management sold 45 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $4.45K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Westend Capital Management's portfolio in Q1 2026, its #75 holding.
  • Westend Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • Westend Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $102K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.