Baldrige Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Baldrige Asset 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
2023 Q1	$595K	Buy	8,286 +190	+2%	+$13.3K	0.24%	64
2022 Q4	$532K	Sell	8,096 -843	-9%	-$52.9K	0.24%	64
2022 Q3	$502K	Buy	8,939 +314	+4%	+$19.7K	0.24%	67
2022 Q2	$541K	Buy	8,625 +5,450	+172%	+$372K	0.25%	67
2022 Q1	$234K	Sell	3,175 -1,508	-32%	-$114K	0.1%	103
2021 Q4	$372K	Buy	4,683 +949	+25%	+$75.6K	0.14%	80
2021 Q3	$293K	Buy	3,734 +1,418	+61%	+$114K	0.12%	87
2021 Q2	$183K	Buy	+2,316	New	+$184K	0.08%	104

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baldrige Asset Management's ESGD Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.3% in Q1 2023, buying an estimated $13.3K and bringing the position to 8,286 shares worth $595K. The position accounts for 0.24% of the portfolio, ranked #64.

Baldrige Asset Management first reported a position in ESGD in Q2 2021 and has held it in 8 quarters since. 545 funds tracked by Wall St. Rank hold ESGD as of Q1 2023.

Baldrige Asset Management held 8,286 shares of iShares ESG Aware MSCI EAFE ETF worth $595K as of Q1 2023.
Baldrige Asset Management bought 190 iShares ESG Aware MSCI EAFE ETF shares in Q1 2023, an estimated $13.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.24% of Baldrige Asset Management's portfolio in Q1 2023, its #64 holding.
Baldrige Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 8 quarters since.
545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.