Houlihan Financial Resource Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$42K	Buy	+600	New	+$38.3K	0.02%	183

Other funds holding ESGD

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Houlihan Financial Resource Group's ESGD Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2020: 600 shares worth $42K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings.

267 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

Houlihan Financial Resource Group held 600 shares of iShares ESG Aware MSCI EAFE ETF worth $42K as of Q3 2020.
iShares ESG Aware MSCI EAFE ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #183 holding.
267 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.