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Forum Financial Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Forum Financial Management’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
Q2 		– Sell
-3,789
Closed -$303K – 739
2024
Q1 		$303K Buy
+3,789
New +$290K 0.01% 500

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Forum Financial Management's ESGD Position: Q2 2024 in Review

Forum Financial Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2024, closing a stake of 3,789 shares — an estimated $303K sold.

Forum Financial Management first reported a position in ESGD in Q1 2024 and held it in 1 quarter. The position peaked at $303K in Q1 2024. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • Forum Financial Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 3,789 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $303K.
  • Forum Financial Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's iShares ESG Aware MSCI EAFE ETF position peaked at $303K in Q1 2024.
  • 581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.