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Beacon Pointe Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Beacon Pointe 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
2019
Q4 		$513K Sell
7,471
-1,168
-14% -$77.8K 0.09% 158
2019
Q3 		$554K Buy
+8,639
New +$546K 0.12% 146

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Pointe Wealth Advisors's ESGD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 14% in Q4 2019, selling an estimated $77.8K and leaving 7,471 shares worth $513K. The position accounts for 0.09% of the portfolio, ranked #158.

Beacon Pointe Wealth Advisors first reported a position in ESGD in Q3 2019 and has held it in 2 quarters since. The position peaked at $554K in Q3 2019. 200 funds tracked by Wall St. Rank hold ESGD as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 7,471 shares of iShares ESG Aware MSCI EAFE ETF worth $513K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 1,168 iShares ESG Aware MSCI EAFE ETF shares in Q4 2019, an estimated $77.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #158 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 2 quarters since.
  • Beacon Pointe Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $554K in Q3 2019.
  • 200 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.