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

Fiducient 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
2022 Q1	–	Sell	-9,663	Closed	-$769K	–	63
2021 Q4	$769K	Buy	9,663 +123	+1%	+$9.79K	0.23%	28
2021 Q3	$748K	Hold	9,540	–	–	0.23%	33
2021 Q2	$754K	Buy	9,540 +123	+1%	+$9.79K	0.23%	31
2021 Q1	$715K	Buy	9,417 +377	+4%	+$28.4K	0.23%	37
2020 Q4	$660K	Sell	9,040 -15,636	-63%	-$1.07M	0.25%	35
2020 Q3	$1.57M	Hold	24,676	–	–	0.88%	11
2020 Q2	$1.5M	Buy	24,676 +233	+1%	+$13.4K	0.9%	10
2020 Q1	$1.3M	Hold	24,443	–	–	0.77%	12
2019 Q4	$1.68M	Buy	24,443 +5,802	+31%	+$387K	0.92%	11
2019 Q3	$1.2M	Hold	18,641	–	–	0.68%	12
2019 Q2	$1.2M	Sell	18,641 -957	-5%	-$61.1K	0.72%	12
2019 Q1	$1.24M	Hold	19,598	–	–	0.61%	13
2018 Q4	$1.13M	Buy	+19,598	New	+$1.19M	0.65%	13

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

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

Fiducient Advisors's ESGD Position: Q1 2022 in Review

Fiducient Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 9,663 shares — an estimated $769K sold.

Fiducient Advisors first reported a position in ESGD in Q4 2018 and held it in 13 quarters. The position peaked at $1.68M in Q4 2019. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

Fiducient Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Fiducient Advisors sold 9,663 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $769K.
Fiducient Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and held it in 13 quarters.
Fiducient Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.68M in Q4 2019.
483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Fiducient Advisors's 13F filing for Q1 2022, filed 9 May 2022.