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Advisor Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Advisor Group’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
2019
Q4 		$669K Buy
9,734
+4,031
+71% +$269K ﹤0.01% 1463
2019
Q3 		$366K Buy
5,703
+5,283
+1,258% +$334K ﹤0.01% 1839
2019
Q2 		$27K Buy
420
+39
+10% +$2.49K ﹤0.01% 3774
2019
Q1 		$24K Buy
381
+73
+24% +$4.48K ﹤0.01% 3881
2018
Q4 		$18K Sell
308
-1,706
-85% -$104K ﹤0.01% 3865
2018
Q3 		$134K Sell
2,014
-6
-0.3% -$394 ﹤0.01% 2525
2018
Q2 		$131K Sell
2,020
-344
-15% -$23.3K ﹤0.01% 2299
2018
Q1 		$159K Buy
2,364
+224
+10% +$15.4K ﹤0.01% 2161
2017
Q4 		$146K Buy
2,140
+1,244
+139% +$83.6K ﹤0.01% 2260
2017
Q3 		$59K Buy
896
+150
+20% +$9.67K ﹤0.01% 2822
2017
Q2 		$47K Buy
+746
New +$46.5K ﹤0.01% 2886

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's ESGD Position: Q4 2019 in Review

Advisor Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 71% in Q4 2019, buying an estimated $269K and bringing the position to 9,734 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Advisor Group first reported a position in ESGD in Q2 2017 and has held it in 11 quarters since. 200 funds tracked by Wall St. Rank hold ESGD as of Q4 2019.

  • Advisor Group held 9,734 shares of iShares ESG Aware MSCI EAFE ETF worth $669K as of Q4 2019.
  • Advisor Group bought 4,031 iShares ESG Aware MSCI EAFE ETF shares in Q4 2019, an estimated $269K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1463 holding.
  • Advisor Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2017 and has held it in 11 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.