GW
ESGD icon

GW & Wade’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

GW & Wade’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 		$1.17M Buy
15,455
+584
+4% +$41.4K 0.04% 211
2023
Q3 		$1.03M Buy
14,871
+1,569
+12% +$113K 0.04% 208
2023
Q2 		$970K Buy
13,302
+168
+1% +$12.3K 0.04% 216
2023
Q1 		$944K Sell
13,134
-1,030
-7% -$72.3K 0.04% 210
2022
Q4 		$931K Buy
14,164
+5,147
+57% +$323K 0.04% 203
2022
Q3 		$506K Sell
9,017
-4,332
-32% -$272K 0.02% 241
2022
Q2 		$838K Buy
13,349
+642
+5% +$43.8K 0.04% 197
2022
Q1 		$937K Buy
12,707
+2,854
+29% +$215K 0.04% 188
2021
Q4 		$783K Buy
9,853
+774
+9% +$61.6K 0.03% 207
2021
Q3 		$712K Buy
9,079
+2,598
+40% +$209K 0.03% 213
2021
Q2 		$512K Buy
6,481
+1,084
+20% +$86.3K 0.02% 248
2021
Q1 		$410K Buy
+5,397
New +$406K 0.02% 246

Other funds holding ESGD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GW & Wade's ESGD Position: Q4 2023 in Review

GW & Wade increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.9% in Q4 2023, buying an estimated $41.4K and bringing the position to 15,455 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #211.

GW & Wade first reported a position in ESGD in Q1 2021 and has held it in 12 quarters since. 579 funds tracked by Wall St. Rank hold ESGD as of Q4 2023.

  • GW & Wade held 15,455 shares of iShares ESG Aware MSCI EAFE ETF worth $1.17M as of Q4 2023.
  • GW & Wade bought 584 iShares ESG Aware MSCI EAFE ETF shares in Q4 2023, an estimated $41.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of GW & Wade's portfolio in Q4 2023, its #211 holding.
  • GW & Wade first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 12 quarters since.
  • 579 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.