Burt Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-24	Closed	-$2K	–	173
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	346
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	350
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	376
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	372
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	318
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	316
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	320
2019 Q1	$2K	Buy	+24	New	+$1.47K	﹤0.01%	332
2018 Q4	–	Sell	-138	Closed	-$9K	–	361
2018 Q3	$9K	Hold	138	–	–	﹤0.01%	298
2018 Q2	$9K	Buy	+138	New	+$9.35K	﹤0.01%	288

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burt Wealth Advisors's ESGD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2021, closing a stake of 24 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in ESGD in Q2 2018 and held it in 10 quarters. The position peaked at $9K in Q3 2018. 369 funds tracked by Wall St. Rank hold ESGD as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 24 iShares ESG Aware MSCI EAFE ETF shares in Q1 2021, an estimated $2K.
Burt Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and held it in 10 quarters.
Burt Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $9K in Q3 2018.
369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.