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Buckingham Strategic Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$818K Buy
10,383
+1,690
+19% +$134K 0.01% 369
2024
Q1 		$695K Buy
8,693
+644
+8% +$49.3K 0.01% 402
2023
Q4 		$608K Buy
8,049
+2,503
+45% +$177K 0.01% 409
2023
Q3 		$383K Buy
5,546
+301
+6% +$21.7K 0.01% 481
2023
Q2 		$383K Sell
5,245
-184
-3% -$13.4K 0.01% 483
2023
Q1 		$357K Hold
5,429
– – 0.01% 453
2022
Q4 		$357K Sell
5,429
-3,032
-36% -$190K 0.01% 455
2022
Q3 		$475K Sell
8,461
-1,059
-11% -$66.4K 0.01% 380
2022
Q2 		$597K Buy
9,520
+4,151
+77% +$283K 0.01% 331
2022
Q1 		$396K Sell
5,369
-44
-0.8% -$3.31K 0.01% 411
2021
Q4 		$430K Buy
5,413
+536
+11% +$42.7K 0.01% 397
2021
Q3 		$382K Buy
+4,877
New +$392K 0.01% 414
2020
Q2 		– Sell
-7,526
Closed -$400K – 424
2020
Q1 		$400K Buy
+7,526
New +$474K 0.04% 281

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Buckingham Strategic Wealth's ESGD Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 19% in Q2 2024, buying an estimated $134K and bringing the position to 10,383 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #369.

Buckingham Strategic Wealth first reported a position in ESGD in Q1 2020 and has held it in 13 quarters since. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • Buckingham Strategic Wealth held 10,383 shares of iShares ESG Aware MSCI EAFE ETF worth $818K as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,690 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $134K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #369 holding.
  • Buckingham Strategic Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 13 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.