Cassady Schiller Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cassady Schiller 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
2024 Q4	$5.1K	Hold	67	–	–	﹤0.01%	403
2024 Q3	$5.64K	Hold	67	–	–	﹤0.01%	342
2024 Q2	$5.28K	Hold	67	–	–	﹤0.01%	346
2024 Q1	$5.35K	Hold	67	–	–	﹤0.01%	367
2023 Q4	$5.06K	Hold	67	–	–	﹤0.01%	358
2023 Q3	$4.63K	Hold	67	–	–	﹤0.01%	374
2023 Q2	$4.89K	Sell	67 -148	-69%	-$10.8K	﹤0.01%	385
2023 Q1	$15.4K	Hold	215	–	–	0.01%	294
2022 Q4	$14.1K	Buy	+215	New	+$13.5K	0.01%	296

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cassady Schiller Wealth Management's ESGD Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q4 2024 at 67 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Cassady Schiller Wealth Management first reported a position in ESGD in Q4 2022 and has held it in 9 quarters since. The position peaked at $15.4K in Q1 2023. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

Cassady Schiller Wealth Management held 67 shares of iShares ESG Aware MSCI EAFE ETF worth $5.1K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q4 2024.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #403 holding.
Cassady Schiller Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $15.4K in Q1 2023.
607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.