Gradient Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Gradient Investments’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 Q3	–	Sell	-1	Closed	-$79	–	612
2024 Q2	$79	Sell	1 -17	-94%	-$1.35K	﹤0.01%	1323
2024 Q1	$1.44K	Buy	18 +17	+1,700%	+$1.3K	﹤0.01%	867
2023 Q4	$76	Hold	1	–	–	﹤0.01%	1749
2023 Q3	$69	Hold	1	–	–	﹤0.01%	1726
2023 Q2	$73	Hold	1	–	–	﹤0.01%	1700
2023 Q1	$72	Hold	1	–	–	﹤0.01%	1457
2022 Q4	$66	Hold	1	–	–	﹤0.01%	1446
2022 Q3	$0	Sell	1 -10	-91%	-$627	﹤0.01%	1388
2022 Q2	$1K	Buy	+11	New	+$751	﹤0.01%	1121
2022 Q1	–	Sell	-185	Closed	-$15K	–	1221
2021 Q4	$15K	Buy	185 +85	+85%	+$6.77K	﹤0.01%	709
2021 Q3	$8K	Buy	+100	New	+$8.03K	﹤0.01%	806

Other funds holding ESGD

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gradient Investments's ESGD Position: Q3 2024 in Review

Gradient Investments sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024, closing a stake of 1 share — an estimated $79 sold.

Gradient Investments first reported a position in ESGD in Q3 2021 and held it in 11 quarters. The position peaked at $15K in Q4 2021. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

Gradient Investments reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1 iShares ESG Aware MSCI EAFE ETF share in Q3 2024, an estimated $79.
Gradient Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and held it in 11 quarters.
Gradient Investments's iShares ESG Aware MSCI EAFE ETF position peaked at $15K in Q4 2021.
586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.