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Goodwin Investment Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-53
Closed -$4K – 54
2023
Q4 		$4K Sell
53
-2,731
-98% -$193K ﹤0.01% 65
2023
Q3 		$192K Sell
2,784
-2,547
-48% -$183K 0.11% 45
2023
Q2 		$389K Sell
5,331
-886
-14% -$64.6K 0.23% 32
2023
Q1 		$447K Buy
6,217
+253
+4% +$17.8K 0.29% 30
2022
Q4 		$392K Sell
5,964
-658
-10% -$41.3K 0.28% 30
2022
Q3 		$372K Buy
6,622
+1,295
+24% +$81.2K 0.28% 34
2022
Q2 		$334K Buy
5,327
+757
+17% +$51.7K 0.26% 32
2022
Q1 		$334K Sell
4,570
-4,593
-50% -$346K 0.23% 36
2021
Q4 		$728K Buy
9,163
+1,295
+16% +$103K 0.54% 19
2021
Q3 		$616K Buy
7,868
+5,891
+298% +$473K 0.6% 18
2021
Q2 		$157K Buy
1,977
+682
+53% +$54.3K 0.17% 30
2021
Q1 		$98K Buy
1,295
+661
+104% +$49.8K 0.12% 36
2020
Q4 		$47K Buy
+634
New +$43.3K 0.06% 47

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
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
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

Goodwin Investment Advisory's ESGD Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2024, closing a stake of 53 shares — an estimated $4K sold.

Goodwin Investment Advisory first reported a position in ESGD in Q4 2020 and held it in 13 quarters. The position peaked at $728K in Q4 2021. 575 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

  • Goodwin Investment Advisory reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 53 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $4K.
  • Goodwin Investment Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
  • Goodwin Investment Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $728K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.