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Hazlett, Burt & Watson’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Hazlett, Burt & Watson’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
Q3 		– Sell
-14
Closed -$1K – 717
2023
Q2 		$1K Buy
+14
New +$1.02K ﹤0.01% 639

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hazlett, Burt & Watson's ESGD Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2023, closing a stake of 14 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in ESGD in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 553 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

  • Hazlett, Burt & Watson reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 14 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's iShares ESG Aware MSCI EAFE ETF position peaked at $1K in Q2 2023.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.