Bank of New Hampshire’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bank of New Hampshire’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	–	Sell	-295	Closed	-$23.2K	–	471
2024 Q2	$23.2K	Hold	295	–	–	0.01%	363
2024 Q1	$23.6K	Hold	295	–	–	0.01%	367
2023 Q4	$22.3K	Hold	295	–	–	0.01%	373
2023 Q3	$20.4K	Hold	295	–	–	0.01%	374
2023 Q2	$21.5K	Hold	295	–	–	0.01%	384
2023 Q1	$21.2K	Sell	295 -365	-55%	-$25.6K	0.01%	381
2022 Q4	$43K	Hold	660	–	–	0.01%	324
2022 Q3	$37K	Sell	660 -725	-52%	-$45.4K	0.01%	331
2022 Q2	$87K	Hold	1,385	–	–	0.03%	266
2022 Q1	$102K	Buy	+1,385	New	+$104K	0.02%	270

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

Bank of New Hampshire's ESGD Position: Q3 2024 in Review

Bank of New Hampshire sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024, closing a stake of 295 shares — an estimated $23.2K sold.

Bank of New Hampshire first reported a position in ESGD in Q1 2022 and held it in 10 quarters. The position peaked at $102K in Q1 2022. 587 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

Bank of New Hampshire reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Bank of New Hampshire sold 295 iShares ESG Aware MSCI EAFE ETF shares in Q3 2024, an estimated $23.2K.
Bank of New Hampshire first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and held it in 10 quarters.
Bank of New Hampshire's iShares ESG Aware MSCI EAFE ETF position peaked at $102K in Q1 2022.
587 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Bank of New Hampshire's 13F filing for Q3 2024, filed 7 Oct 2024.