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Boston Financial Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Boston Financial 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
2024
Q3 		– Sell
-3,281
Closed -$258K – 330
2024
Q2 		$258K Hold
3,281
– – 0.01% 299
2024
Q1 		$262K Sell
3,281
-315
-9% -$24.1K 0.01% 300
2023
Q4 		$272K Sell
3,596
-220
-6% -$15.6K 0.01% 290
2023
Q3 		$264K Sell
3,816
-475
-11% -$34.2K 0.01% 277
2023
Q2 		$313K Sell
4,291
-478
-10% -$34.9K 0.01% 274
2023
Q1 		$343K Sell
4,769
-5,635
-54% -$395K 0.01% 259
2022
Q4 		$684K Sell
10,404
-229
-2% -$14.4K 0.03% 210
2022
Q3 		$597K Sell
10,633
-432
-4% -$27.1K 0.03% 205
2022
Q2 		$694K Buy
11,065
+5,378
+95% +$367K 0.03% 184
2022
Q1 		$419K Buy
5,687
+327
+6% +$24.6K 0.02% 221
2021
Q4 		$426K Hold
5,360
– – 0.02% 202
2021
Q3 		$420K Buy
+5,360
New +$430K 0.02% 199

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Boston Financial Management's ESGD Position: Q3 2024 in Review

Boston Financial Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024, closing a stake of 3,281 shares — an estimated $258K sold.

Boston Financial Management first reported a position in ESGD in Q3 2021 and held it in 12 quarters. The position peaked at $694K in Q2 2022. 587 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

  • Boston Financial Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Boston Financial Management sold 3,281 iShares ESG Aware MSCI EAFE ETF shares in Q3 2024, an estimated $258K.
  • Boston Financial Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and held it in 12 quarters.
  • Boston Financial Management's iShares ESG Aware MSCI EAFE ETF position peaked at $694K in Q2 2022.
  • 587 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Boston Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.