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Grace Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Grace Capital’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
Q3 		– Sell
-440
Closed -$27K – 242
2020
Q2 		$27K Sell
440
-184
-29% -$10.6K 0.02% 191
2020
Q1 		$33K Hold
624
– – 0.03% 152
2019
Q4 		$43K Buy
+624
New +$41.6K 0.04% 166

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 $54.7B AUM 26.51% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Grace Capital's ESGD Position: Q3 2020 in Review

Grace Capital sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2020, closing a stake of 440 shares — an estimated $27K sold.

Grace Capital first reported a position in ESGD in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 266 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

  • Grace Capital reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Grace Capital sold 440 iShares ESG Aware MSCI EAFE ETF shares in Q3 2020, an estimated $27K.
  • Grace Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and held it in 3 quarters.
  • Grace Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $43K in Q4 2019.
  • 266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

Based on Grace Capital's 13F filing for Q3 2020, filed 12 Nov 2020.