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Bruce G. Allen Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bruce G. Allen Investments’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
Q4 		– Sell
-455
Closed -$38.3K – 1112
2024
Q3 		$38.3K Hold
455
– – 0.03% 302
2024
Q2 		$35.8K Hold
455
– – 0.03% 298
2024
Q1 		$36.4K Hold
455
– – 0.03% 295
2023
Q4 		$34.4K Buy
+455
New +$32.2K 0.03% 295

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bruce G. Allen Investments's ESGD Position: Q4 2024 in Review

Bruce G. Allen Investments sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024, closing a stake of 455 shares — an estimated $38.3K sold.

Bruce G. Allen Investments first reported a position in ESGD in Q4 2023 and held it in 4 quarters. The position peaked at $38.3K in Q3 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

  • Bruce G. Allen Investments reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 455 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $38.3K.
  • Bruce G. Allen Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
  • Bruce G. Allen Investments's iShares ESG Aware MSCI EAFE ETF position peaked at $38.3K in Q3 2024.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on Bruce G. Allen Investments's 13F filing for Q4 2024, filed 10 Jan 2025.