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Catalyst Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-51
Closed -$3K – 123
2020
Q3 		$3K Buy
+51
New +$3.26K ﹤0.01% 259

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Catalyst Private Wealth's ESGD Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2020, closing a stake of 51 shares — an estimated $3K sold.

Catalyst Private Wealth first reported a position in ESGD in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 321 funds tracked by Wall St. Rank hold ESGD as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 51 iShares ESG Aware MSCI EAFE ETF shares in Q4 2020, an estimated $3K.
  • Catalyst Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $3K in Q3 2020.
  • 321 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.