BAM
ESGD icon

Belpointe Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-964
Closed -$69.3K – 1404
2023
Q1 		$69.3K Buy
964
+41
+4% +$2.88K ﹤0.01% 1518
2022
Q4 		$60.7K Buy
+923
New +$58K ﹤0.01% 1495
2022
Q3 		– Sell
-1,610
Closed -$100K – 1190
2022
Q2 		$100K Buy
1,610
+28
+2% +$1.91K 0.01% 1120
2022
Q1 		$117K Buy
+1,582
New +$119K 0.01% 1140

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Belpointe Asset Management's ESGD Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2023, closing a stake of 964 shares — an estimated $69.3K sold.

Belpointe Asset Management first reported a position in ESGD in Q1 2022 and held it in 4 quarters. The position peaked at $117K in Q1 2022. 561 funds tracked by Wall St. Rank hold ESGD as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 964 iShares ESG Aware MSCI EAFE ETF shares in Q2 2023, an estimated $69.3K.
  • Belpointe Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and held it in 4 quarters.
  • Belpointe Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $117K in Q1 2022.
  • 561 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.