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Bel Air Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bel Air Investment 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
2021
Q2 		$345K Hold
4,360
– – 0.01% 302
2021
Q1 		$331K Buy
+4,360
New +$328K 0.01% 313

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bel Air Investment Advisors's ESGD Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2021 at 4,360 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #302.

Bel Air Investment Advisors first reported a position in ESGD in Q1 2021 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold ESGD as of Q2 2021.

  • Bel Air Investment Advisors held 4,360 shares of iShares ESG Aware MSCI EAFE ETF worth $345K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2021.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #302 holding.
  • Bel Air Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.