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Burleson & Co’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Burleson & Co’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
2022
Q4 		$394 Buy
+6
New +$377 ﹤0.01% 384

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Burleson & Co's ESGD Position: Q4 2022 in Review

Burleson & Co opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2022: 6 shares worth $394. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings.

546 funds tracked by Wall St. Rank hold ESGD as of Q4 2022.

  • Burleson & Co held 6 shares of iShares ESG Aware MSCI EAFE ETF worth $394 as of Q4 2022.
  • iShares ESG Aware MSCI EAFE ETF was a new Burleson & Co position in Q4 2022.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #384 holding.
  • 546 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.