Bank Hapoalim BM’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bank Hapoalim BM’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 Q3	–	Sell	-74,000	Closed	-$5.4M	–	146
2023 Q2	$5.4M	Hold	74,000	–	–	0.77%	39
2023 Q1	$5.32M	Hold	74,000	–	–	0.73%	44
2022 Q4	$4.87M	Hold	74,000	–	–	0.61%	48
2022 Q3	$4.15M	Hold	74,000	–	–	0.52%	50
2022 Q2	$4.64M	Hold	74,000	–	–	0.58%	49
2022 Q1	$5.46M	Hold	74,000	–	–	0.57%	51
2021 Q4	$5.88M	Hold	74,000	–	–	0.59%	49
2021 Q3	$5.8M	Hold	74,000	–	–	0.61%	54
2021 Q2	$5.85M	Hold	74,000	–	–	0.66%	47
2021 Q1	$5.62M	Sell	74,000 -80,000	-52%	-$6.02M	0.71%	44
2020 Q4	$11.2M	Buy	154,000 +144,224	+1,475%	+$9.85M	1.56%	22
2020 Q3	$154K	Buy	+9,776	New	+$624K	7.18%	6
2020 Q1	–	Sell	-43,459	Closed	-$2.99M	–	163
2019 Q4	$2.99M	Buy	+43,459	New	+$2.9M	0.66%	29

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Hapoalim BM's ESGD Position: Q3 2023 in Review

Bank Hapoalim BM sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2023, closing a stake of 74,000 shares — an estimated $5.4M sold.

Bank Hapoalim BM first reported a position in ESGD in Q4 2019 and held it in 13 quarters. The position peaked at $11.2M in Q4 2020. 554 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

Bank Hapoalim BM reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Bank Hapoalim BM sold 74,000 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $5.4M.
Bank Hapoalim BM first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and held it in 13 quarters.
Bank Hapoalim BM's iShares ESG Aware MSCI EAFE ETF position peaked at $11.2M in Q4 2020.
554 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on Bank Hapoalim BM's 13F filing for Q3 2023, filed 24 Oct 2023.