Harborview Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Harborview Advisors’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
2021 Q3	$1.99M	Buy	25,380 +1,668	+7%	+$134K	1.11%	19
2021 Q2	$1.87M	Buy	23,712 +3,930	+20%	+$313K	1.05%	19
2021 Q1	$1.5M	Buy	19,782 +749	+4%	+$56.4K	0.91%	24
2020 Q4	$1.39M	Buy	19,033 +2,319	+14%	+$158K	0.93%	25
2020 Q3	$1.06M	Buy	16,714 +2,417	+17%	+$154K	0.81%	29
2020 Q2	$866K	Buy	+14,297	New	+$821K	0.72%	29
2020 Q1	–	Sell	-3,930	Closed	-$270K	–	87
2019 Q4	$270K	Hold	3,930	–	–	0.21%	67
2019 Q3	$252K	Buy	3,930 +17	+0.4%	+$1.07K	0.2%	68
2019 Q2	$252K	Buy	+3,913	New	+$250K	0.2%	70
2019 Q1	–	Sell	-4,557	Closed	-$261K	–	82
2018 Q4	$261K	Buy	4,557 +1,182	+35%	+$71.8K	0.31%	43
2018 Q3	$223K	Buy	+3,375	New	+$222K	0.23%	57

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harborview Advisors's ESGD Position: Q3 2021 in Review

Harborview Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7% in Q3 2021, buying an estimated $134K and bringing the position to 25,380 shares worth $1.99M. The position accounts for 1.11% of the portfolio, ranked #19.

Harborview Advisors first reported a position in ESGD in Q3 2018 and has held it in 11 quarters since. 417 funds tracked by Wall St. Rank hold ESGD as of Q3 2021.

Harborview Advisors held 25,380 shares of iShares ESG Aware MSCI EAFE ETF worth $1.99M as of Q3 2021.
Harborview Advisors bought 1,668 iShares ESG Aware MSCI EAFE ETF shares in Q3 2021, an estimated $134K.
iShares ESG Aware MSCI EAFE ETF made up 1.11% of Harborview Advisors's portfolio in Q3 2021, its #19 holding.
Harborview Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and has held it in 11 quarters since.
417 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.