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Bradley & Co Private Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bradley & Co Private Wealth 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
2021
Q4 		– Sell
-748
Closed -$59K – 161
2021
Q3 		$59K Buy
748
+167
+29% +$13.4K 0.05% 80
2021
Q2 		$46K Hold
581
– – 0.04% 97
2021
Q1 		$44K Buy
+581
New +$43.8K 0.04% 99

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bradley & Co Private Wealth Management's ESGD Position: Q4 2021 in Review

Bradley & Co Private Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2021, closing a stake of 748 shares — an estimated $59K sold.

Bradley & Co Private Wealth Management first reported a position in ESGD in Q1 2021 and held it in 3 quarters. The position peaked at $59K in Q3 2021. 496 funds tracked by Wall St. Rank hold ESGD as of Q4 2021.

  • Bradley & Co Private Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 748 iShares ESG Aware MSCI EAFE ETF shares in Q4 2021, an estimated $59K.
  • Bradley & Co Private Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 3 quarters.
  • Bradley & Co Private Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $59K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2021.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.