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Benjamin F. Edwards & Company’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$12K Hold
155
– – ﹤0.01% 1674
2024
Q1 		$12K Hold
155
– – ﹤0.01% 1654
2023
Q4 		$12K Hold
155
– – ﹤0.01% 1608
2023
Q3 		$11K Buy
+155
New +$11.2K ﹤0.01% 1366
2022
Q2 		– Sell
-187
Closed -$14K – 1823
2022
Q1 		$14K Buy
+187
New +$14.1K ﹤0.01% 1293

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benjamin F. Edwards & Company's ESGD Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2024 at 155 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Benjamin F. Edwards & Company first reported a position in ESGD in Q1 2022 and has held it in 5 quarters since. The position peaked at $14K in Q1 2022. 584 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • Benjamin F. Edwards & Company held 155 shares of iShares ESG Aware MSCI EAFE ETF worth $12K as of Q2 2024.
  • Benjamin F. Edwards & Company left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2024.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1674 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 5 quarters since.
  • Benjamin F. Edwards & Company's iShares ESG Aware MSCI EAFE ETF position peaked at $14K in Q1 2022.
  • 584 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.