Alpine Bank Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Alpine Bank Wealth Management’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
2024 Q3	$855K	Buy	+10,161	New	+$821K	0.14%	80

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Alpine Bank Wealth Management's ESGD Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024: 10,161 shares worth $855K. The stake represents 0.14% of the portfolio and ranks #80 among its holdings.

586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

Alpine Bank Wealth Management held 10,161 shares of iShares ESG Aware MSCI EAFE ETF worth $855K as of Q3 2024.
iShares ESG Aware MSCI EAFE ETF was a new Alpine Bank Wealth Management position in Q3 2024.
iShares ESG Aware MSCI EAFE ETF made up 0.14% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #80 holding.
586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.