Zenith Solutions
ESGD icon

Zenith Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Zenith Solutions’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
Q3 		$859K Sell
8,337
-1,780
-18% -$187K 0.76% 38
2026
Q2 		$1.04M Buy
+10,117
New +$1.03M 0.94% 32

Other funds holding ESGD

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 $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Zenith Solutions's ESGD Position: Q3 2026 in Review

Zenith Solutions reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 18% in Q3 2026, selling an estimated $187K and leaving 8,337 shares worth $859K. The position accounts for 0.76% of the portfolio, ranked #38.

Zenith Solutions first reported a position in ESGD in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.04M in Q2 2026. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Zenith Solutions held 8,337 shares of iShares ESG Aware MSCI EAFE ETF worth $859K as of Q3 2026.
  • Zenith Solutions sold 1,780 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $187K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.76% of Zenith Solutions's portfolio in Q3 2026, its #38 holding.
  • Zenith Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares ESG Aware MSCI EAFE ETF position peaked at $1.04M in Q2 2026.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.