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

Chicago 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
2022 Q1	–	Sell	-4,374	Closed	-$348K	–	47
2021 Q4	$348K	Sell	4,374 -125	-3%	-$9.95K	0.23%	36
2021 Q3	$353K	Hold	4,499	–	–	0.26%	34
2021 Q2	$356K	Hold	4,499	–	–	0.26%	33
2021 Q1	$341K	Hold	4,499	–	–	0.27%	31
2020 Q4	$329K	Hold	4,499	–	–	0.3%	24
2020 Q3	$286K	Sell	4,499 -1	-0%	-$64	0.32%	24
2020 Q2	$273K	Buy	+4,500	New	+$258K	0.33%	23

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chicago Wealth Management's ESGD Position: Q1 2022 in Review

Chicago Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 4,374 shares — an estimated $348K sold.

Chicago Wealth Management first reported a position in ESGD in Q2 2020 and held it in 7 quarters. The position peaked at $356K in Q2 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

Chicago Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Chicago Wealth Management sold 4,374 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $348K.
Chicago Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and held it in 7 quarters.
Chicago Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $356K in Q2 2021.
483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Chicago Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.