First Allied Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$491K Buy
7,729
+3,462
+81% +$221K 0.02% 707
2020
Q2
$258K Buy
+4,267
New +$245K 0.01% 897
2019
Q4
Sell
-1,841
Closed -$118K 1280
2019
Q3
$118K Buy
+1,841
New +$116K ﹤0.01% 1197

Other funds holding ESGD

First Allied Advisory Services's ESGD Position: Q3 2020 in Review

First Allied Advisory Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 81% in Q3 2020, buying an estimated $221K and bringing the position to 7,729 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #707.

First Allied Advisory Services first reported a position in ESGD in Q3 2019 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

  • First Allied Advisory Services held 7,729 shares of iShares ESG Aware MSCI EAFE ETF worth $491K as of Q3 2020.
  • First Allied Advisory Services bought 3,462 iShares ESG Aware MSCI EAFE ETF shares in Q3 2020, an estimated $221K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #707 holding.
  • First Allied Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.