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

XML Financial’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 		$259K Sell
2,704
-517
-16% -$51.2K 0.02% 366
2025
Q4 		$306K Buy
+3,221
New +$304K 0.03% 335
2025
Q1 		– Sell
-2,866
Closed -$218K – 377
2024
Q4 		$218K Buy
2,866
+3
+0.1% +$239 0.02% 329
2024
Q3 		$241K Sell
2,863
-243
-8% -$19.6K 0.02% 306
2024
Q2 		$245K Buy
3,106
+9
+0.3% +$715 0.02% 298
2024
Q1 		$248K Hold
3,097
– – 0.03% 300
2023
Q4 		$234K Buy
3,097
+84
+3% +$5.95K 0.02% 298
2023
Q3 		$208K Buy
+3,013
New +$217K 0.03% 296

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