Clearstead Advisors’s Xtrackers MSCI EAFE ESG Leaders Equity ETF EASG Stock Holding History

Clearstead Advisors’s Portfolio EASG Stock Details EASG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,581	Closed	-$49.8K	–	2041
2024 Q1	$49.8K	Hold	1,581	–	–	﹤0.01%	759
2023 Q4	$46.7K	Sell	1,581 -1,581	-50%	-$43.6K	﹤0.01%	752
2023 Q3	$84.8K	Buy	3,162 +1,581	+100%	+$44.3K	﹤0.01%	774
2023 Q2	$45K	Hold	1,581	–	–	﹤0.01%	748
2023 Q1	$44.2K	Hold	1,581	–	–	﹤0.01%	689
2022 Q4	$40.3K	Hold	1,581	–	–	﹤0.01%	659
2022 Q3	$34K	Hold	1,581	–	–	﹤0.01%	682
2022 Q2	$39K	Hold	1,581	–	–	﹤0.01%	664
2022 Q1	$46K	Buy	1,581 +319	+25%	+$9.44K	﹤0.01%	697
2021 Q4	$40K	Buy	+1,262	New	+$39.6K	﹤0.01%	693

Other funds holding EASG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

Aries Wealth Management Portland, Maine $455M AUM 21.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Clearstead Advisors's EASG Position: Q2 2024 in Review

Clearstead Advisors sold out of Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) in Q2 2024, closing a stake of 1,581 shares — an estimated $49.8K sold.

Clearstead Advisors first reported a position in EASG in Q4 2021 and held it in 10 quarters. The position peaked at $84.8K in Q3 2023. 20 funds tracked by Wall St. Rank hold EASG as of Q2 2024.

Clearstead Advisors reported no remaining Xtrackers MSCI EAFE ESG Leaders Equity ETF position as of Q2 2024 after selling out during the quarter.
Clearstead Advisors sold 1,581 Xtrackers MSCI EAFE ESG Leaders Equity ETF shares in Q2 2024, an estimated $49.8K.
Clearstead Advisors first reported a position in Xtrackers MSCI EAFE ESG Leaders Equity ETF in Q4 2021 and held it in 10 quarters.
Clearstead Advisors's Xtrackers MSCI EAFE ESG Leaders Equity ETF position peaked at $84.8K in Q3 2023.
20 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE ESG Leaders Equity ETF as of Q2 2024.

Based on Clearstead Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.