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Heritage Wealth Management (Arizona)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-2,962
Closed -$237K – 176
2024
Q1 		$237K Buy
2,962
+40
+1% +$3.06K 0.12% 155
2023
Q4 		$221K Buy
+2,922
New +$207K 0.12% 153
2022
Q4 		$670K Buy
10,190
+5,057
+99% +$318K 0.1% 150
2022
Q3 		$288K Sell
5,133
-252
-5% -$15.8K 0.09% 161
2022
Q2 		$338K Sell
5,385
-447
-8% -$30.5K 0.11% 137
2022
Q1 		$430K Buy
+5,832
New +$439K 0.12% 139
2021
Q3 		$286K Buy
3,652
+538
+17% +$43.2K 0.1% 160
2021
Q2 		$246K Buy
3,114
+846
+37% +$67.3K 0.09% 192
2021
Q1 		$172K Buy
+2,268
New +$171K 0.1% 185

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return