Compass Investment Advisers’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Compass Investment Advisers’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 Q4	$272K	Buy	+3,577	New	+$285K	0.79%	24

Other funds holding ESGD

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Compass Investment Advisers's ESGD Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024: 3,577 shares worth $272K. The stake represents 0.79% of the portfolio and ranks #24 among its holdings.

610 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

Compass Investment Advisers held 3,577 shares of iShares ESG Aware MSCI EAFE ETF worth $272K as of Q4 2024.
iShares ESG Aware MSCI EAFE ETF was a new Compass Investment Advisers position in Q4 2024.
iShares ESG Aware MSCI EAFE ETF made up 0.79% of Compass Investment Advisers's portfolio in Q4 2024, its #24 holding.
610 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.