American Portfolios Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$242K	Sell	4,311 -62	-1%	-$3.89K	0.01%	950
2022 Q2	$274K	Buy	4,373 +24	+0.6%	+$1.64K	0.01%	910
2022 Q1	$321K	Buy	4,349 +2,364	+119%	+$178K	0.01%	941
2021 Q4	$158K	Sell	1,985 -470	-19%	-$37.4K	0.01%	1282
2021 Q3	$192K	Buy	2,455 +77	+3%	+$6.18K	0.01%	1128
2021 Q2	$188K	Sell	2,378 -294	-11%	-$23.4K	0.01%	1125
2021 Q1	$203K	Buy	+2,672	New	+$201K	0.01%	1012
2018 Q4	–	Sell	-60	Closed	-$3.97K	–	2454
2018 Q3	$3.97K	Hold	60	–	–	﹤0.01%	2073
2018 Q2	$3.91K	Hold	60	–	–	﹤0.01%	2056
2018 Q1	$4.04K	Buy	+60	New	+$4.13K	﹤0.01%	1946

Other funds holding ESGD

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Portfolios Advisors's ESGD Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.4% in Q3 2022, selling an estimated $3.89K and leaving 4,311 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #950.

American Portfolios Advisors first reported a position in ESGD in Q1 2018 and has held it in 10 quarters since. The position peaked at $321K in Q1 2022. 497 funds tracked by Wall St. Rank hold ESGD as of Q3 2022.

American Portfolios Advisors held 4,311 shares of iShares ESG Aware MSCI EAFE ETF worth $242K as of Q3 2022.
American Portfolios Advisors sold 62 iShares ESG Aware MSCI EAFE ETF shares in Q3 2022, an estimated $3.89K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #950 holding.
American Portfolios Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 10 quarters since.
American Portfolios Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $321K in Q1 2022.
497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.