HGWM
ESGD icon

Harvest Group Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Harvest Group Wealth Management’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 		$1.05M Sell
14,625
-21
-0.1% -$1.47K 0.65% 25
2022
Q4 		$963K Buy
14,646
+217
+2% +$13.6K 0.63% 27
2022
Q3 		$838K Buy
14,429
+1,945
+16% +$122K 0.56% 28
2022
Q2 		$815K Sell
12,484
-2,066
-14% -$141K 0.5% 34
2022
Q1 		$1.07M Buy
14,550
+13,253
+1,022% +$998K 0.61% 29
2021
Q4 		$103K Hold
1,297
– – 0.06% 36
2021
Q3 		$102K Hold
1,297
– – 0.06% 34
2021
Q2 		$103K Hold
1,297
– – 0.06% 31
2021
Q1 		$103K Buy
+1,297
New +$97.7K 0.06% 29

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