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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harvest Group Wealth Management's ESGD Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.14% in Q1 2023, selling an estimated $1.47K and leaving 14,625 shares worth $1.05M. The position accounts for 0.65% of the portfolio, ranked #25.

Harvest Group Wealth Management first reported a position in ESGD in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2022. 546 funds tracked by Wall St. Rank hold ESGD as of Q1 2023.

Harvest Group Wealth Management held 14,625 shares of iShares ESG Aware MSCI EAFE ETF worth $1.05M as of Q1 2023.
Harvest Group Wealth Management sold 21 iShares ESG Aware MSCI EAFE ETF shares in Q1 2023, an estimated $1.47K.
iShares ESG Aware MSCI EAFE ETF made up 0.65% of Harvest Group Wealth Management's portfolio in Q1 2023, its #25 holding.
Harvest Group Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 9 quarters since.
Harvest Group Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $1.07M in Q1 2022.
546 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.