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

DB Wealth Management 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
2023 Q4	$166K	Buy	2,192 +1,242	+131%	+$88K	0.09%	94
2023 Q3	$65.7K	Hold	950	–	–	0.04%	136
2023 Q2	$69.3K	Hold	950	–	–	0.04%	133
2023 Q1	$68.2K	Hold	950	–	–	0.04%	133
2022 Q4	$62.5K	Hold	950	–	–	0.04%	137
2022 Q3	$53K	Hold	950	–	–	0.04%	147
2022 Q2	$60K	Hold	950	–	–	0.04%	144
2022 Q1	$70K	Hold	950	–	–	0.04%	145
2021 Q4	$75K	Hold	950	–	–	0.04%	135
2021 Q3	$74K	Hold	950	–	–	0.05%	132
2021 Q2	$75K	Hold	950	–	–	0.05%	131
2021 Q1	$72K	Hold	950	–	–	0.05%	136
2020 Q4	$69K	Buy	+950	New	+$64.9K	0.05%	134

Other funds holding ESGD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DB Wealth Management Group's ESGD Position: Q4 2023 in Review

DB Wealth Management Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 131% in Q4 2023, buying an estimated $88K and bringing the position to 2,192 shares worth $166K. The position accounts for 0.09% of the portfolio, ranked #94.

DB Wealth Management Group first reported a position in ESGD in Q4 2020 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold ESGD as of Q4 2023.

DB Wealth Management Group held 2,192 shares of iShares ESG Aware MSCI EAFE ETF worth $166K as of Q4 2023.
DB Wealth Management Group bought 1,242 iShares ESG Aware MSCI EAFE ETF shares in Q4 2023, an estimated $88K.
iShares ESG Aware MSCI EAFE ETF made up 0.09% of DB Wealth Management Group's portfolio in Q4 2023, its #94 holding.
DB Wealth Management Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 13 quarters since.
576 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.