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Asset Planning Services (Pennsylvania)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-392
Closed -$25K – 125
2019
Q3 		$25K Buy
+392
New +$24.8K 0.01% 160

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ESGD Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2019, closing a stake of 392 shares — an estimated $25K sold.

Asset Planning Services (Pennsylvania) first reported a position in ESGD in Q3 2019 and held it in 1 quarter. The position peaked at $25K in Q3 2019. 200 funds tracked by Wall St. Rank hold ESGD as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 392 iShares ESG Aware MSCI EAFE ETF shares in Q4 2019, an estimated $25K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s iShares ESG Aware MSCI EAFE ETF position peaked at $25K in Q3 2019.
  • 200 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.