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HC Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

HC Financial Advisors’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
Q2 		$490K Buy
7,804
+3,685
+89% +$252K 0.33% 69
2022
Q1 		$304K Buy
+4,119
New +$310K 0.18% 72

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HC Financial Advisors's ESGD Position: Q2 2022 in Review

HC Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 89% in Q2 2022, buying an estimated $252K and bringing the position to 7,804 shares worth $490K. The position accounts for 0.33% of the portfolio, ranked #69.

HC Financial Advisors first reported a position in ESGD in Q1 2022 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold ESGD as of Q2 2022.

  • HC Financial Advisors held 7,804 shares of iShares ESG Aware MSCI EAFE ETF worth $490K as of Q2 2022.
  • HC Financial Advisors bought 3,685 iShares ESG Aware MSCI EAFE ETF shares in Q2 2022, an estimated $252K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.33% of HC Financial Advisors's portfolio in Q2 2022, its #69 holding.
  • HC Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.