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B. Riley Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-3,968
Closed -$274K – 1451
2024
Q1 		$274K Buy
+3,968
New +$304K 0.01% 1090
2023
Q4 		– Sell
-3,968
Closed -$274K – 1431
2023
Q3 		$274K Buy
3,968
+372
+10% +$26.8K 0.01% 1090
2023
Q2 		$262K Sell
3,596
-1
-0% -$73 0.01% 1199
2023
Q1 		$258K Sell
3,597
-178
-5% -$12.5K 0.01% 1144
2022
Q4 		$248K Buy
+3,775
New +$237K 0.01% 1141
2022
Q3 		– Sell
-6,356
Closed -$399K – 1474
2022
Q2 		$399K Buy
6,356
+926
+17% +$63.2K 0.02% 750
2022
Q1 		$401K Sell
5,430
-477
-8% -$35.9K 0.01% 870
2021
Q4 		$470K Buy
5,907
+1,036
+21% +$82.5K 0.01% 843
2021
Q3 		$382K Buy
4,871
+1,200
+33% +$96.3K 0.01% 915
2021
Q2 		$291K Buy
3,671
+345
+10% +$27.5K 0.01% 1036
2021
Q1 		$253K Buy
+3,326
New +$250K 0.01% 1082

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's ESGD Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2024, closing a stake of 3,968 shares — an estimated $274K sold.

B. Riley Wealth Advisors first reported a position in ESGD in Q1 2021 and held it in 11 quarters. The position peaked at $470K in Q4 2021. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,968 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $274K.
  • B. Riley Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 11 quarters.
  • B. Riley Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $470K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.