CWM
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Cabot Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cabot Wealth Management’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
2018
Q2 		– Sell
-2,975
Closed -$200K – 125
2018
Q1 		$200K Hold
2,975
– – 0.04% 125
2017
Q4 		$202K Buy
+2,975
New +$200K 0.04% 132

Other funds holding ESGD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Cabot Wealth Management's ESGD Position: Q2 2018 in Review

Cabot Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2018, closing a stake of 2,975 shares — an estimated $200K sold.

Cabot Wealth Management first reported a position in ESGD in Q4 2017 and held it in 2 quarters. The position peaked at $202K in Q4 2017. 81 funds tracked by Wall St. Rank hold ESGD as of Q2 2018.

  • Cabot Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Cabot Wealth Management sold 2,975 iShares ESG Aware MSCI EAFE ETF shares in Q2 2018, an estimated $200K.
  • Cabot Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2017 and held it in 2 quarters.
  • Cabot Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $202K in Q4 2017.
  • 81 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2018.

Based on Cabot Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.