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Cambridge Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cambridge Trust’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
Q1 		$626K Sell
7,838
-687
-8% -$52.6K 0.02% 177
2023
Q4 		$644K Buy
8,525
+249
+3% +$17.6K 0.03% 174
2023
Q3 		$572K Buy
8,276
+503
+6% +$36.2K 0.03% 178
2023
Q2 		$567K Sell
7,773
-831
-10% -$60.6K 0.03% 179
2023
Q1 		$618K Sell
8,604
-1,967
-19% -$138K 0.03% 170
2022
Q4 		$695K Buy
10,571
+336
+3% +$21.1K 0.03% 167
2022
Q3 		$574K Buy
10,235
+2,455
+32% +$154K 0.03% 175
2022
Q2 		$488K Sell
7,780
-15,060
-66% -$1.03M 0.02% 206
2022
Q1 		$1.68M Sell
22,840
-304
-1% -$22.9K 0.06% 132
2021
Q4 		$1.84M Buy
23,144
+2,209
+11% +$176K 0.06% 135
2021
Q3 		$1.64M Buy
20,935
+12,924
+161% +$1.04M 0.06% 118
2021
Q2 		$633K Sell
8,011
-5,965
-43% -$475K 0.02% 164
2021
Q1 		$1.06M Buy
+13,976
New +$1.05M 0.04% 133

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Trust's ESGD Position: Q1 2024 in Review

Cambridge Trust reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 8.1% in Q1 2024, selling an estimated $52.6K and leaving 7,838 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #177.

Cambridge Trust first reported a position in ESGD in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2021. 577 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

  • Cambridge Trust held 7,838 shares of iShares ESG Aware MSCI EAFE ETF worth $626K as of Q1 2024.
  • Cambridge Trust sold 687 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $52.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Cambridge Trust's portfolio in Q1 2024, its #177 holding.
  • Cambridge Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 13 quarters since.
  • Cambridge Trust's iShares ESG Aware MSCI EAFE ETF position peaked at $1.84M in Q4 2021.
  • 577 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.