Global Wealth Strategies & Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Global Wealth Strategies & Associates’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
2023 Q4	–	Sell	-403	Closed	-$27.9K	–	343
2023 Q3	$27.9K	Hold	403	–	–	0.01%	101
2023 Q2	$29.4K	Hold	403	–	–	0.01%	96
2023 Q1	$29K	Hold	403	–	–	0.02%	94
2022 Q4	$26.5K	Buy	+403	New	+$25.3K	0.02%	97

Other funds holding ESGD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Wealth Strategies & Associates's ESGD Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2023, closing a stake of 403 shares — an estimated $27.9K sold.

Global Wealth Strategies & Associates first reported a position in ESGD in Q4 2022 and held it in 4 quarters. The position peaked at $29.4K in Q2 2023. 576 funds tracked by Wall St. Rank hold ESGD as of Q4 2023.

Global Wealth Strategies & Associates reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Global Wealth Strategies & Associates sold 403 iShares ESG Aware MSCI EAFE ETF shares in Q4 2023, an estimated $27.9K.
Global Wealth Strategies & Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 4 quarters.
Global Wealth Strategies & Associates's iShares ESG Aware MSCI EAFE ETF position peaked at $29.4K in Q2 2023.
576 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.