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Cooper Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cooper Financial Group’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
2021
Q4 		– Sell
-4,757
Closed -$373K – 247
2021
Q3 		$373K Buy
4,757
+1,043
+28% +$83.7K 0.08% 161
2021
Q2 		$294K Buy
3,714
+7
+0.2% +$557 0.06% 192
2021
Q1 		$281K Buy
3,707
+92
+3% +$6.93K 0.06% 191
2020
Q4 		$264K Sell
3,615
-341
-9% -$23.3K 0.05% 236
2020
Q3 		$251K Buy
+3,956
New +$253K 0.07% 168

Other funds holding ESGD

Bank of America
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cooper Financial Group's ESGD Position: Q4 2021 in Review

Cooper Financial Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2021, closing a stake of 4,757 shares — an estimated $373K sold.

Cooper Financial Group first reported a position in ESGD in Q3 2020 and held it in 5 quarters. The position peaked at $373K in Q3 2021. 496 funds tracked by Wall St. Rank hold ESGD as of Q4 2021.

  • Cooper Financial Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper Financial Group sold 4,757 iShares ESG Aware MSCI EAFE ETF shares in Q4 2021, an estimated $373K.
  • Cooper Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and held it in 5 quarters.
  • Cooper Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $373K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2021.

Based on Cooper Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.