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

Aspire 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	$19.3K	Hold	229	–	–	0.01%	161
2024 Q2	$18K	Hold	229	–	–	0.01%	149
2024 Q1	$18.3K	Hold	229	–	–	0.01%	154
2023 Q4	$17.3K	Hold	229	–	–	0.01%	147
2023 Q3	$15.8K	Hold	229	–	–	0.01%	145
2023 Q2	$16.7K	Hold	229	–	–	0.01%	151
2023 Q1	$16.5K	Hold	229	–	–	0.01%	148
2022 Q4	$15.1K	Hold	229	–	–	0.01%	148
2022 Q3	$13K	Hold	229	–	–	0.01%	138
2022 Q2	$14K	Hold	229	–	–	0.01%	140
2022 Q1	$17K	Hold	229	–	–	0.01%	138
2021 Q4	$18K	Buy	+229	New	+$18.2K	0.01%	143

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

Aspire Wealth Management's ESGD Position: Q3 2024 in Review

Aspire Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2024 at 229 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #161.

Aspire Wealth Management first reported a position in ESGD in Q4 2021 and has held it in 12 quarters since. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

Aspire Wealth Management held 229 shares of iShares ESG Aware MSCI EAFE ETF worth $19.3K as of Q3 2024.
Aspire Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2024.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #161 holding.
Aspire Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.