Dubuque Bank & Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Dubuque Bank & Trust’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	$272K	Buy	+3,940	New	+$284K	0.04%	182

Other funds holding ESGD

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Dubuque Bank & Trust's ESGD Position: Q3 2023 in Review

Dubuque Bank & Trust opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2023: 3,940 shares worth $272K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings.

553 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

Dubuque Bank & Trust held 3,940 shares of iShares ESG Aware MSCI EAFE ETF worth $272K as of Q3 2023.
iShares ESG Aware MSCI EAFE ETF was a new Dubuque Bank & Trust position in Q3 2023.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of Dubuque Bank & Trust's portfolio in Q3 2023, its #182 holding.
553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on Dubuque Bank & Trust's 13F filing for Q3 2023, filed 27 Oct 2023.