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Curi Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Curi Wealth Management’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 		– Sell
-2
Closed – – 354
2022
Q2 		$0 Buy
+2
New +$137 ﹤0.01% 659

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 $1.56T 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
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 $5.72T AUM 30.48% 1-Year Est. Return

Curi Wealth Management's ESGD Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in ESGD in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 496 funds tracked by Wall St. Rank hold ESGD as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 iShares ESG Aware MSCI EAFE ETF shares in Q3 2022.
  • Curi Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $0 in Q2 2022.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.