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HBC Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

HBC Financial Services’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
2022
Q4 		– Sell
-68
Closed -$3K – 166
2022
Q3 		$3K Sell
68
-767
-92% -$48.1K ﹤0.01% 137
2022
Q2 		$52K Buy
+835
New +$57K 0.04% 53

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBC Financial Services's ESGD Position: Q4 2022 in Review

HBC Financial Services sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2022, closing a stake of 68 shares — an estimated $3K sold.

HBC Financial Services first reported a position in ESGD in Q2 2022 and held it in 2 quarters. The position peaked at $52K in Q2 2022. 547 funds tracked by Wall St. Rank hold ESGD as of Q4 2022.

  • HBC Financial Services reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • HBC Financial Services sold 68 iShares ESG Aware MSCI EAFE ETF shares in Q4 2022, an estimated $3K.
  • HBC Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 2 quarters.
  • HBC Financial Services's iShares ESG Aware MSCI EAFE ETF position peaked at $52K in Q2 2022.
  • 547 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2022.

Based on HBC Financial Services's 13F filing for Q4 2022, filed 19 Jan 2023.