BMD
ESGD icon

Better Money Decisions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-537
Closed -$34K – 172
2022
Q2 		$34K Sell
537
-7,259
-93% -$495K 0.03% 170
2022
Q1 		$575K Sell
7,796
-705
-8% -$53.1K 0.54% 34
2021
Q4 		$675K Sell
8,501
-4,696
-36% -$374K 0.57% 33
2021
Q3 		$1.03M Buy
13,197
+1,596
+14% +$128K 0.85% 21
2021
Q2 		$917K Buy
11,601
+4,869
+72% +$388K 0.82% 22
2021
Q1 		$511K Buy
+6,732
New +$507K 0.53% 29

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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Better Money Decisions's ESGD Position: Q3 2022 in Review

Better Money Decisions sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2022, closing a stake of 537 shares — an estimated $34K sold.

Better Money Decisions first reported a position in ESGD in Q1 2021 and held it in 6 quarters. The position peaked at $1.03M in Q3 2021. 496 funds tracked by Wall St. Rank hold ESGD as of Q3 2022.

  • Better Money Decisions reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 537 iShares ESG Aware MSCI EAFE ETF shares in Q3 2022, an estimated $34K.
  • Better Money Decisions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 6 quarters.
  • Better Money Decisions's iShares ESG Aware MSCI EAFE ETF position peaked at $1.03M in Q3 2021.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.