Capital One National Association’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Capital One National Association’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
2019 Q4	$469K	Buy	+6,827	New	+$455K	0.06%	217

Other funds holding ESGD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital One National Association's ESGD Position: Q4 2019 in Review

Capital One National Association opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2019: 6,827 shares worth $469K. The stake represents 0.06% of the portfolio and ranks #217 among its holdings.

201 funds tracked by Wall St. Rank hold ESGD as of Q4 2019.

Capital One National Association held 6,827 shares of iShares ESG Aware MSCI EAFE ETF worth $469K as of Q4 2019.
iShares ESG Aware MSCI EAFE ETF was a new Capital One National Association position in Q4 2019.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Capital One National Association's portfolio in Q4 2019, its #217 holding.
201 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.