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Cetera Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cetera Advisors’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 		$933K Buy
11,675
+7,747
+197% +$593K 0.01% 1196
2023
Q4 		$297K Sell
3,928
-4,120
-51% -$292K ﹤0.01% 1438
2023
Q3 		$556K Sell
8,048
-1,881
-19% -$135K 0.01% 999
2023
Q2 		$724K Buy
9,929
+649
+7% +$47.3K 0.01% 863
2023
Q1 		$667K Buy
9,280
+348
+4% +$24.4K 0.01% 874
2022
Q4 		$587K Buy
8,932
+5,213
+140% +$327K 0.01% 896
2022
Q3 		$209K Sell
3,719
-61
-2% -$3.82K 0.01% 1121
2022
Q2 		$237K Buy
3,780
+577
+18% +$39.4K 0.01% 1146
2022
Q1 		$236K Buy
3,203
+23
+0.7% +$1.73K ﹤0.01% 1227
2021
Q4 		$253K Buy
3,180
+21
+0.7% +$1.67K 0.01% 1198
2021
Q3 		$248K Buy
3,159
+212
+7% +$17K ﹤0.01% 1205
2021
Q2 		$233K Buy
+2,947
New +$235K 0.01% 1163
2019
Q2 		– Sell
-176
Closed -$11K – 997
2019
Q1 		$11K Buy
+176
New +$10.8K ﹤0.01% 1129

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors's ESGD Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 197% in Q1 2024, buying an estimated $593K and bringing the position to 11,675 shares worth $933K. The position accounts for 0.01% of the portfolio, ranked #1196.

Cetera Advisors first reported a position in ESGD in Q1 2019 and has held it in 13 quarters since. 574 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

  • Cetera Advisors held 11,675 shares of iShares ESG Aware MSCI EAFE ETF worth $933K as of Q1 2024.
  • Cetera Advisors bought 7,747 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $593K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1196 holding.
  • Cetera Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 13 quarters since.
  • 574 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.