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CPWM LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

CPWM LLC’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
Q3 		$1.5M Hold
26,671
– – 0.14% 103
2022
Q2 		$1.67M Buy
26,671
+246
+0.9% +$16.8K 0.15% 110
2022
Q1 		$1.95M Buy
26,425
+9,161
+53% +$690K 0.14% 99
2021
Q4 		$1.35M Hold
17,264
– – 0.11% 120
2021
Q3 		$1.35M Buy
17,264
+1,964
+13% +$158K 0.12% 95
2021
Q2 		$1.21M Hold
15,300
– – 0.09% 107
2021
Q1 		$1.16M Hold
15,300
– – 0.1% 126
2020
Q4 		$1.12M Buy
+15,300
New +$1.04M 0.1% 128

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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return