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Fiduciary Trust International of Pennsylvania’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020
Q1 		$2.66M Buy
+49,948
New +$3.14M 0.12% 148
2019
Q4 		– Sell
-54,017
Closed -$3.46M – 330
2019
Q3 		$3.46M Sell
54,017
-179
-0.3% -$11.3K 0.14% 151
2019
Q2 		$3.48M Buy
+54,196
New +$3.46M 0.14% 147

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's ESGD Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2020: 49,948 shares worth $2.66M. The stake represents 0.12% of the portfolio and ranks #148 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in ESGD as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in ESGD in Q2 2019 and has held it in 3 quarters since. The position peaked at $3.48M in Q2 2019. 216 funds tracked by Wall St. Rank hold ESGD as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 49,948 shares of iShares ESG Aware MSCI EAFE ETF worth $2.66M as of Q1 2020.
  • iShares ESG Aware MSCI EAFE ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • iShares ESG Aware MSCI EAFE ETF made up 0.12% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #148 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 3 quarters since.
  • Fiduciary Trust International of Pennsylvania's iShares ESG Aware MSCI EAFE ETF position peaked at $3.48M in Q2 2019.
  • 216 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.