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FormulaFolio Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-12,827
Closed -$937K – 554
2020
Q4 		$937K Buy
+12,827
New +$876K 0.02% 328

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FormulaFolio Investments's ESGD Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2021, closing a stake of 12,827 shares — an estimated $937K sold.

FormulaFolio Investments first reported a position in ESGD in Q4 2020 and held it in 1 quarter. The position peaked at $937K in Q4 2020. 369 funds tracked by Wall St. Rank hold ESGD as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 12,827 iShares ESG Aware MSCI EAFE ETF shares in Q1 2021, an estimated $937K.
  • FormulaFolio Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares ESG Aware MSCI EAFE ETF position peaked at $937K in Q4 2020.
  • 369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.