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Householder Group Estate & Retirement Specialist’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$90K Buy
+1,254
New +$88K 0.03% 328
2022
Q4 		– Sell
-1,808
Closed -$101K – 535
2022
Q3 		$101K Buy
+1,808
New +$113K 0.04% 269

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ESGD Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2023: 1,254 shares worth $90K. The stake represents 0.03% of the portfolio and ranks #328 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in ESGD as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in ESGD in Q3 2022 and has held it in 2 quarters since. The position peaked at $101K in Q3 2022. 545 funds tracked by Wall St. Rank hold ESGD as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 1,254 shares of iShares ESG Aware MSCI EAFE ETF worth $90K as of Q1 2023.
  • iShares ESG Aware MSCI EAFE ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #328 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and has held it in 2 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares ESG Aware MSCI EAFE ETF position peaked at $101K in Q3 2022.
  • 545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.