AWA
ESGD icon

Amplius Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-627
Closed -$49K – 397
2021
Q4 		$49K Buy
+627
New +$49.9K 0.01% 330

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Amplius Wealth Advisors's ESGD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 627 shares — an estimated $49K sold.

Amplius Wealth Advisors first reported a position in ESGD in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 627 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $49K.
  • Amplius Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $49K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.