Braun-Bostich & Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Braun-Bostich & Associates’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
2020 Q3	–	Sell	-84	Closed	-$5K	–	258
2020 Q2	$5K	Sell	84 -6,409	-99%	-$368K	﹤0.01%	263
2020 Q1	$330K	Buy	6,493 +6,409	+7,630%	+$403K	0.42%	54
2019 Q4	$6K	Buy	+84	New	+$5.6K	0.01%	271
2019 Q3	–	Sell	-224	Closed	-$14K	–	149
2019 Q2	$14K	Sell	224 -352	-61%	-$22.5K	0.01%	248
2019 Q1	$36K	Hold	576	–	–	0.04%	213
2018 Q4	$33K	Hold	576	–	–	0.04%	195
2018 Q3	$38K	Buy	576 +224	+64%	+$14.7K	0.04%	187
2018 Q2	$23K	Hold	352	–	–	0.02%	213
2018 Q1	$24K	Buy	+352	New	+$24.2K	0.02%	207

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Braun-Bostich & Associates's ESGD Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2020, closing a stake of 84 shares — an estimated $5K sold.

Braun-Bostich & Associates first reported a position in ESGD in Q1 2018 and held it in 9 quarters. The position peaked at $330K in Q1 2020. 266 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

Braun-Bostich & Associates reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 84 iShares ESG Aware MSCI EAFE ETF shares in Q3 2020, an estimated $5K.
Braun-Bostich & Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and held it in 9 quarters.
Braun-Bostich & Associates's iShares ESG Aware MSCI EAFE ETF position peaked at $330K in Q1 2020.
266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.