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

Future Financial Wealth 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
2022 Q2	–	Sell	-214	Closed	-$16K	–	220
2022 Q1	$16K	Hold	214	–	–	0.01%	386
2021 Q4	$17K	Buy	+214	New	+$17K	0.01%	384

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

Future Financial Wealth Management's ESGD Position: Q2 2022 in Review

Future Financial Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2022, closing a stake of 214 shares — an estimated $16K sold.

Future Financial Wealth Management first reported a position in ESGD in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 499 funds tracked by Wall St. Rank hold ESGD as of Q2 2022.

Future Financial Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 214 iShares ESG Aware MSCI EAFE ETF shares in Q2 2022, an estimated $16K.
Future Financial Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $17K in Q4 2021.
499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.