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

FinTrust Capital 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
2024 Q3	$18.4K	Hold	219	–	–	﹤0.01%	833
2024 Q2	$17.3K	Buy	219 +36	+20%	+$2.86K	﹤0.01%	797
2024 Q1	$14.6K	Buy	183 +15	+9%	+$1.15K	﹤0.01%	792
2023 Q4	$12.7K	Hold	168	–	–	﹤0.01%	790
2023 Q3	$11.6K	Sell	168 -1,397	-89%	-$101K	﹤0.01%	761
2023 Q2	$103K	Hold	1,565	–	–	0.02%	343
2023 Q1	$103K	Hold	1,565	–	–	0.02%	340
2022 Q4	$103K	Hold	1,565	–	–	0.02%	340
2022 Q3	$91K	Sell	1,565 -162	-9%	-$10.2K	0.02%	386
2022 Q2	$110K	Hold	1,727	–	–	0.03%	374
2022 Q1	$127K	Hold	1,727	–	–	0.03%	372
2021 Q4	$137K	Hold	1,727	–	–	0.03%	356
2021 Q3	$135K	Hold	1,727	–	–	0.04%	345
2021 Q2	$136K	Hold	1,727	–	–	0.04%	355
2021 Q1	$131K	Buy	1,727 +1,265	+274%	+$95.3K	0.04%	354
2020 Q4	$34K	Hold	462	–	–	0.01%	555
2020 Q3	$29	Hold	462	–	–	0.01%	576
2020 Q2	$28K	Buy	462 +40	+9%	+$2.3K	0.01%	578
2020 Q1	$22K	Hold	422	–	–	0.01%	597
2019 Q4	$29K	Hold	422	–	–	0.01%	562
2019 Q3	$27K	Hold	422	–	–	0.01%	581
2019 Q2	$27K	Buy	+422	New	+$26.9K	0.01%	534

Other funds holding ESGD

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FinTrust Capital Advisors's ESGD Position: Q3 2024 in Review

FinTrust Capital Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2024 at 219 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

FinTrust Capital Advisors first reported a position in ESGD in Q2 2019 and has held it in 22 quarters since. The position peaked at $137K in Q4 2021. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

FinTrust Capital Advisors held 219 shares of iShares ESG Aware MSCI EAFE ETF worth $18.4K as of Q3 2024.
FinTrust Capital Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2024.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #833 holding.
FinTrust Capital Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 22 quarters since.
FinTrust Capital Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $137K in Q4 2021.
586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.