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

Greenwood Capital 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
Q1 		– Sell
-17,297
Closed -$1.14M – 241
2022
Q4 		$1.14M Sell
17,297
-535
-3% -$33.6K 0.19% 99
2022
Q3 		$1M Buy
17,832
+1,332
+8% +$83.5K 0.17% 102
2022
Q2 		$1.04M Buy
16,500
+411
+3% +$28.1K 0.17% 108
2022
Q1 		$1.19M Sell
16,089
-3,026
-16% -$228K 0.31% 57
2021
Q4 		$1.52M Buy
19,115
+401
+2% +$31.9K 0.22% 88
2021
Q3 		$1.47M Sell
18,714
-183
-1% -$14.7K 0.23% 82
2021
Q2 		$1.49M Sell
18,897
-30,850
-62% -$2.46M 0.23% 82
2021
Q1 		$3.78M Sell
49,747
-16,343
-25% -$1.23M 0.59% 59
2020
Q4 		$4.83M Buy
66,090
+16,311
+33% +$1.11M 0.81% 43
2020
Q3 		$3.16M Buy
49,779
+8,230
+20% +$525K 0.61% 54
2020
Q2 		$2.52M Buy
41,549
+5,534
+15% +$318K 0.57% 56
2020
Q1 		$1.92M Buy
+36,015
New +$2.27M 0.56% 53

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenwood Capital Associates's ESGD Position: Q1 2023 in Review

Greenwood Capital Associates sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2023, closing a stake of 17,297 shares — an estimated $1.14M sold.

Greenwood Capital Associates first reported a position in ESGD in Q1 2020 and held it in 12 quarters. The position peaked at $4.83M in Q4 2020. 545 funds tracked by Wall St. Rank hold ESGD as of Q1 2023.

  • Greenwood Capital Associates reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Greenwood Capital Associates sold 17,297 iShares ESG Aware MSCI EAFE ETF shares in Q1 2023, an estimated $1.14M.
  • Greenwood Capital Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and held it in 12 quarters.
  • Greenwood Capital Associates's iShares ESG Aware MSCI EAFE ETF position peaked at $4.83M in Q4 2020.
  • 545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2023.

Based on Greenwood Capital Associates's 13F filing for Q1 2023, filed 12 May 2023.