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

Diversified’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
2024
Q3 		$1.27M Buy
15,043
+1,045
+7% +$84.4K 0.14% 65
2024
Q2 		$1.1M Buy
+13,998
New +$1.11M 0.13% 66
2021
Q1 		– Sell
-116
Closed -$8K – 162
2020
Q4 		$8K Buy
+116
New +$7.92K 0.01% 298

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Diversified's ESGD Position: Q3 2024 in Review

Diversified increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.5% in Q3 2024, buying an estimated $84.4K and bringing the position to 15,043 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #65.

Diversified first reported a position in ESGD in Q4 2020 and has held it in 3 quarters since. 588 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

  • Diversified held 15,043 shares of iShares ESG Aware MSCI EAFE ETF worth $1.27M as of Q3 2024.
  • Diversified bought 1,045 iShares ESG Aware MSCI EAFE ETF shares in Q3 2024, an estimated $84.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.14% of Diversified's portfolio in Q3 2024, its #65 holding.
  • Diversified first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 3 quarters since.
  • 588 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.