CFS Investment Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

CFS Investment Advisory Services’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	$546K	Buy	+7,482	New	+$511K	0.09%	137

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFS Investment Advisory Services's ESGD Position: Q4 2020 in Review

CFS Investment Advisory Services opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2020: 7,482 shares worth $546K. The stake represents 0.09% of the portfolio and ranks #137 among its holdings.

322 funds tracked by Wall St. Rank hold ESGD as of Q4 2020.

CFS Investment Advisory Services held 7,482 shares of iShares ESG Aware MSCI EAFE ETF worth $546K as of Q4 2020.
iShares ESG Aware MSCI EAFE ETF was a new CFS Investment Advisory Services position in Q4 2020.
iShares ESG Aware MSCI EAFE ETF made up 0.09% of CFS Investment Advisory Services's portfolio in Q4 2020, its #137 holding.
322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2020.

Based on CFS Investment Advisory Services's 13F filing for Q4 2020, filed 11 Feb 2021.