ESGD — ISHARES ESG AWARE MSCI EAFE ETF

Ownership history in Syntrinsic LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Syntrinsic 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
0.91% (2024 Q2)
Avg. % of fund
0.84%
First filed
2024 Q2
Last filed
2024 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 27,838 +24 +0.1% 0.78% $2.3M $80.06
2024 Q2 INITIATED 27,814 — — 0.91% $1.9M —
% 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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