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

Fiduciary Planning’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
Q2 		– Sell
-587
Closed -$45K – 123
2021
Q1 		$45K Buy
587
+23
+4% +$1.73K 0.07% 80
2020
Q4 		$41K Buy
564
+5
+0.9% +$341 0.06% 87
2020
Q3 		$35K Buy
+559
New +$35.7K 0.06% 75

Other funds holding ESGD

Bank of America
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Planning's ESGD Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2021, closing a stake of 587 shares — an estimated $45K sold.

Fiduciary Planning first reported a position in ESGD in Q3 2020 and held it in 3 quarters. The position peaked at $45K in Q1 2021. 382 funds tracked by Wall St. Rank hold ESGD as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 587 iShares ESG Aware MSCI EAFE ETF shares in Q2 2021, an estimated $45K.
  • Fiduciary Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares ESG Aware MSCI EAFE ETF position peaked at $45K in Q1 2021.
  • 382 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.