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

Winthrop 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	$31K	Hold	323	–	–	0.01%	200
2025 Q4	$31K	Hold	323	–	–	0.01%	204
2025 Q3	$30K	Hold	323	–	–	0.01%	189
2025 Q2	$29K	Hold	323	–	–	0.01%	198
2025 Q1	$26K	Hold	323	–	–	0.01%	179
2024 Q4	$25K	Hold	323	–	–	0.01%	190
2024 Q3	$27K	Hold	323	–	–	0.01%	100
2024 Q2	$25K	Hold	323	–	–	0.01%	93
2024 Q1	$26K	Hold	323	–	–	0.01%	97
2023 Q4	$24.4K	Buy	+323	New	+$22.9K	0.01%	188

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Winthrop Capital Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 323 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #200.

Winthrop Capital Management first reported a position in ESGD in Q4 2023 and has held it in 10 quarters since. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Winthrop Capital Management held 323 shares of iShares ESG Aware MSCI EAFE ETF worth $31K as of Q1 2026.
Winthrop Capital Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #200 holding.
Winthrop Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.