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

Argent Financial 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
2024 Q3	$300K	Buy	+3,560	New	+$288K	0.04%	260

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

Argent Financial Group's ESGD Position: Q3 2024 in Review

Argent Financial Group opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024: 3,560 shares worth $300K. The stake represents 0.04% of the portfolio and ranks #260 among its holdings.

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

Argent Financial Group held 3,560 shares of iShares ESG Aware MSCI EAFE ETF worth $300K as of Q3 2024.
iShares ESG Aware MSCI EAFE ETF was a new Argent Financial Group position in Q3 2024.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Argent Financial Group's portfolio in Q3 2024, its #260 holding.
586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.