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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$611K Buy
+8,359
New +$571K 0.15% 50

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 $61.7B AUM 33.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ESGD Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2020: 8,359 shares worth $611K. The stake represents 0.15% of the portfolio and ranks #50 among its holdings.

322 funds tracked by Wall St. Rank hold ESGD as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 8,359 shares of iShares ESG Aware MSCI EAFE ETF worth $611K as of Q4 2020.
  • iShares ESG Aware MSCI EAFE ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
  • iShares ESG Aware MSCI EAFE ETF made up 0.15% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #50 holding.
  • 322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.