HPFG
ESGD icon

Hart & Patterson Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$4.39M Buy
57,700
+3,082
+6% +$245K 2.14% 17
2024
Q3 		$4.6M Buy
54,618
+1,157
+2% +$93.5K 2.18% 16
2024
Q2 		$4.21M Sell
53,461
-4,292
-7% -$341K 2.09% 16
2024
Q1 		$4.62M Sell
57,753
-6,185
-10% -$474K 2.29% 16
2023
Q4 		$4.83M Buy
+63,938
New +$4.53M 2.51% 13

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Hart & Patterson Financial Group's ESGD Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.6% in Q4 2024, buying an estimated $245K and bringing the position to 57,700 shares worth $4.39M. The position accounts for 2.14% of the portfolio, ranked #17.

Hart & Patterson Financial Group first reported a position in ESGD in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.83M in Q4 2023. 608 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

  • Hart & Patterson Financial Group held 57,700 shares of iShares ESG Aware MSCI EAFE ETF worth $4.39M as of Q4 2024.
  • Hart & Patterson Financial Group bought 3,082 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $245K.
  • iShares ESG Aware MSCI EAFE ETF made up 2.14% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #17 holding.
  • Hart & Patterson Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $4.83M in Q4 2023.
  • 608 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.