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

Evoke Wealth’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
2022 Q4	–	Sell	-167	Closed	-$9K	–	626
2022 Q3	$9K	Buy	+167	New	+$10.5K	﹤0.01%	769

Other funds holding ESGD

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

PCA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evoke Wealth's ESGD Position: Q4 2022 in Review

Evoke Wealth sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2022, closing a stake of 167 shares — an estimated $9K sold.

Evoke Wealth first reported a position in ESGD in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 545 funds tracked by Wall St. Rank hold ESGD as of Q4 2022.

Evoke Wealth reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 167 iShares ESG Aware MSCI EAFE ETF shares in Q4 2022, an estimated $9K.
Evoke Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and held it in 1 quarter.
Evoke Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $9K in Q3 2022.
545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.