ESGD — ISHARES ESG AWARE MSCI EAFE ETF

Ownership history in Fund Evaluation Group, LLC  ·  41 quarters on record

This page tracks every 13F SEC filing in which Fund Evaluation Group, LLC reported a position in ISHARES ESG AWARE MSCI EAFE ETF (ESGD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2024 Q1)
Avg. % of fund
0.41%
First filed
2006 Q1
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 131,274 +45 +0.0% 0.41% $12.5M $95.09
2025 Q3 REDUCED 131,229 -468 -0.4% 0.44% $12.2M $91.25
2025 Q2 REDUCED 131,697 -11,652 -8.1% 0.45% $11.7M $87.56
2025 Q1 ADDED 143,349 +12,641 +9.7% 0.51% $11.7M $78.70
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGD price (monthly, adj. close)

Other funds also holding ESGD

As of 2025 Q4 — sorted by position size

Forefront Analytics, LLC 3Y 7Y 17.73% IMPACTfolio, LLC 3Y 15.95% Olde Wealth Management, LLC 3Y 11.98% LFA - Lugano Financial Advisors SA 3Y 7Y 11.27% Bond & Devick Financial Network, Inc. 3Y 9.12% High Note Wealth, LLC 3Y 5.89% Shira Ridge Wealth Management 3Y 5.22% Laurel Wealth Planning LLC 3Y 4.83% Windsor Capital Management, LLC 3Y 7Y 4.75% Balanced Rock Investment Advisors LLC 3.04%
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