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Manning & Napier Group’s ESGD Holdings & Trades

First Buy
Q1 2021
Duration Held
20 Quarters
Largest Add
Q1 2021
+5,405 Shares
Current Position
3,274 Shares
$311,325 Value

Manning & Napier Group's ESGD Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 3,274 shares of iShares ESG Aware MSCI EAFE ETF (ESGD) worth $311,325, representing 0.00% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Manning & Napier Group has maintained a strategic position in ESGD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 1,299 shares. Largest reduction occurred in Q1 2023, reducing 2,328 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's iShares ESG Aware MSCI EAFE ETF (ESGD) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares ESG Aware MSCI EAFE ETF (ESGD) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -294 Reduce 8.24% 3,274 $95.09
Q2 2025 +8 Add 0.22% 3,568 $89.22
Q1 2025 -1,256 Reduce 26.08% 3,560 $81.69
Q4 2024 +563 Add 13.24% 4,816 $76.14
Q3 2024 -73 Reduce 1.69% 4,253 $84.17
Q2 2024 +329 Add 8.23% 4,326 $78.78
Q4 2023 -113 Reduce 2.75% 3,997 $75.54
Q3 2023 +475 Add 13.07% 4,110 $69.13
Q2 2023 -279 Reduce 7.13% 3,635 $72.93
Q1 2023 -2,328 Reduce 37.30% 3,914 $71.84
Q4 2022 -480 Reduce 7.14% 6,242 $65.74
Q3 2022 -1,185 Reduce 14.99% 6,722 $56.08
Q2 2022 +517 Add 7.00% 7,907 $62.73
Q1 2022 +1,299 Add 21.33% 7,390 $73.61
Q4 2021 -89 Reduce 1.44% 6,091 $79.30
Q3 2021 +933 Add 17.78% 6,180 $78.32
Q2 2021 -158 Reduce 2.92% 5,247 $78.90
Q1 2021 +5,405 New Buy 5,405 $75.86

Manning & Napier Group's iShares ESG Aware MSCI EAFE ETF Investment FAQs

Manning & Napier Group first purchased iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2021, acquiring 5,405 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held iShares ESG Aware MSCI EAFE ETF (ESGD) for 20 quarters since Q1 2021.

Manning & Napier Group's largest addition to iShares ESG Aware MSCI EAFE ETF (ESGD) was in Q1 2021, adding 5,405 shares worth $410,000.

According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 3,274 shares of iShares ESG Aware MSCI EAFE ETF (ESGD), valued at approximately $311,325.

As of the Q4 2025 filing, iShares ESG Aware MSCI EAFE ETF (ESGD) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in iShares ESG Aware MSCI EAFE ETF (ESGD) was 7,907 shares, as reported at the end of Q2 2022.