Clear Perspectives Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Clear Perspectives Financial Planning’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 Q2	–	Sell	-780	Closed	-$58K	–	216
2022 Q1	$58K	Sell	780 -1,994	-72%	-$150K	0.02%	89
2021 Q4	$220K	Hold	2,774	–	–	0.09%	54
2021 Q3	$217K	Hold	2,774	–	–	0.1%	57
2021 Q2	$219K	Buy	2,774 +836	+43%	+$66.5K	0.11%	58
2021 Q1	$147K	Buy	1,938 +250	+15%	+$18.8K	0.09%	59
2020 Q4	$123K	Buy	+1,688	New	+$115K	0.08%	62

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

Clear Perspectives Financial Planning's ESGD Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2022, closing a stake of 780 shares — an estimated $58K sold.

Clear Perspectives Financial Planning first reported a position in ESGD in Q4 2020 and held it in 6 quarters. The position peaked at $220K in Q4 2021. 499 funds tracked by Wall St. Rank hold ESGD as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 780 iShares ESG Aware MSCI EAFE ETF shares in Q2 2022, an estimated $58K.
Clear Perspectives Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's iShares ESG Aware MSCI EAFE ETF position peaked at $220K in Q4 2021.
499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.