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BOLTON SECURITIES CORPORATION’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$1.91M Buy
+20,584
New +$1.86M 0.09% 246
2025
Q1 		$1.68M Buy
+20,584
New +$1.66M 0.1% 227

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.71B AUM 11.67% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ESGD Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2025: 20,584 shares worth $1.91M. The stake represents 0.09% of the portfolio and ranks #246 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ESGD as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in ESGD in Q1 2025 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 20,584 shares of iShares ESG Aware MSCI EAFE ETF worth $1.91M as of Q3 2025.
  • iShares ESG Aware MSCI EAFE ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #246 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 2 quarters since.
  • 650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.