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Coppell Advisory Solutions Corp’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-479
Closed -$31.5K – 468
2022
Q4 		$31.5K Buy
+479
New +$30.1K 0.01% 426

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coppell Advisory Solutions Corp's ESGD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2023, closing a stake of 479 shares — an estimated $31.5K sold.

Coppell Advisory Solutions Corp first reported a position in ESGD in Q4 2022 and held it in 1 quarter. The position peaked at $31.5K in Q4 2022. 545 funds tracked by Wall St. Rank hold ESGD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 479 iShares ESG Aware MSCI EAFE ETF shares in Q1 2023, an estimated $31.5K.
  • Coppell Advisory Solutions Corp first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's iShares ESG Aware MSCI EAFE ETF position peaked at $31.5K in Q4 2022.
  • 545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.