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

Elm Advisors’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
2021 Q1	–	Sell	-1,820	Closed	-$133K	–	145
2020 Q4	$133K	Buy	+1,820	New	+$124K	0.08%	102

Other funds holding ESGD

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Elm Advisors's ESGD Position: Q1 2021 in Review

Elm Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2021, closing a stake of 1,820 shares — an estimated $133K sold.

Elm Advisors first reported a position in ESGD in Q4 2020 and held it in 1 quarter. The position peaked at $133K in Q4 2020. 369 funds tracked by Wall St. Rank hold ESGD as of Q1 2021.

Elm Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,820 iShares ESG Aware MSCI EAFE ETF shares in Q1 2021, an estimated $133K.
Elm Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
Elm Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $133K in Q4 2020.
369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.