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

Hemington 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
2024 Q3	–	Sell	-5,922	Closed	-$466K	–	1559
2024 Q2	$466K	Hold	5,922	–	–	0.16%	71
2024 Q1	$474K	Hold	5,922	–	–	0.17%	73
2023 Q4	$447K	Hold	5,922	–	–	0.17%	69
2023 Q3	$409K	Hold	5,922	–	–	0.19%	64
2023 Q2	$431K	Hold	5,922	–	–	0.17%	66
2023 Q1	$425K	Hold	5,922	–	–	0.17%	63
2022 Q4	$389K	Buy	+5,922	New	+$372K	0.17%	64

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Hemington Wealth Management's ESGD Position: Q3 2024 in Review

Hemington Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024, closing a stake of 5,922 shares — an estimated $466K sold.

Hemington Wealth Management first reported a position in ESGD in Q4 2022 and held it in 7 quarters. The position peaked at $474K in Q1 2024. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

Hemington Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Hemington Wealth Management sold 5,922 iShares ESG Aware MSCI EAFE ETF shares in Q3 2024, an estimated $466K.
Hemington Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 7 quarters.
Hemington Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $474K in Q1 2024.
586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Hemington Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.