BBR Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BBR Partners’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	–	Sell	-9,293	Closed	-$611K	–	173
2022 Q4	$611K	Buy	+9,293	New	+$584K	0.07%	93

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

BBR Partners's ESGD Position: Q1 2023 in Review

BBR Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2023, closing a stake of 9,293 shares — an estimated $611K sold.

BBR Partners first reported a position in ESGD in Q4 2022 and held it in 1 quarter. The position peaked at $611K in Q4 2022. 545 funds tracked by Wall St. Rank hold ESGD as of Q1 2023.

BBR Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
BBR Partners sold 9,293 iShares ESG Aware MSCI EAFE ETF shares in Q1 2023, an estimated $611K.
BBR Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
BBR Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $611K in Q4 2022.
545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2023.

Based on BBR Partners's 13F filing for Q1 2023, filed 11 May 2023.