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Disciplined Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-220
Closed -$16K – 557
2023
Q2 		$16K Hold
220
– – 0.01% 298
2023
Q1 		$15.8K Hold
220
– – 0.01% 320
2022
Q4 		$14.5K Hold
220
– – 0.01% 300
2022
Q3 		$12K Hold
220
– – 0.01% 352
2022
Q2 		$14K Hold
220
– – 0.01% 354
2022
Q1 		$16K Hold
220
– – 0.01% 354
2021
Q4 		$17K Buy
+220
New +$17.5K 0.01% 321

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Disciplined Investments's ESGD Position: Q3 2023 in Review

Disciplined Investments sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2023, closing a stake of 220 shares — an estimated $16K sold.

Disciplined Investments first reported a position in ESGD in Q4 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 553 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

  • Disciplined Investments reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 220 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $16K.
  • Disciplined Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's iShares ESG Aware MSCI EAFE ETF position peaked at $17K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.