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Arbor Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Arbor Investment 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
Q4 		– Sell
-4,173
Closed -$234K – 104
2022
Q3 		$234K Buy
4,173
+19
+0.5% +$1.19K 0.06% 69
2022
Q2 		$261K Sell
4,154
-428
-9% -$29.2K 0.06% 82
2022
Q1 		$338K Buy
4,582
+222
+5% +$16.7K 0.06% 77
2021
Q4 		$346K Buy
4,360
+236
+6% +$18.8K 0.06% 74
2021
Q3 		$323K Buy
4,124
+149
+4% +$12K 0.07% 74
2021
Q2 		$314K Buy
3,975
+227
+6% +$18.1K 0.07% 79
2021
Q1 		$284K Buy
3,748
+619
+20% +$46.6K 0.06% 78
2020
Q4 		$229K Buy
+3,129
New +$214K 0.05% 84

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arbor Investment Advisors's ESGD Position: Q4 2022 in Review

Arbor Investment Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2022, closing a stake of 4,173 shares — an estimated $234K sold.

Arbor Investment Advisors first reported a position in ESGD in Q4 2020 and held it in 8 quarters. The position peaked at $346K in Q4 2021. 545 funds tracked by Wall St. Rank hold ESGD as of Q4 2022.

  • Arbor Investment Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Arbor Investment Advisors sold 4,173 iShares ESG Aware MSCI EAFE ETF shares in Q4 2022, an estimated $234K.
  • Arbor Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 8 quarters.
  • Arbor Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $346K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2022.

Based on Arbor Investment Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.