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

ICA Group 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 Q2	–	Sell	-492	Closed	-$39.3K	–	929
2024 Q1	$39.3K	Buy	492 +92	+23%	+$7.05K	0.01%	610
2023 Q4	$30.2K	Buy	+400	New	+$28.3K	0.01%	620
2023 Q3	–	Sell	-414	Closed	-$30.2K	–	506
2023 Q2	$30.2K	Buy	+414	New	+$30.2K	0.01%	604
2023 Q1	–	Sell	-101	Closed	-$6.64K	–	1297
2022 Q4	$6.64K	Buy	+101	New	+$6.34K	﹤0.01%	911

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICA Group Wealth Management's ESGD Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2024, closing a stake of 492 shares — an estimated $39.3K sold.

ICA Group Wealth Management first reported a position in ESGD in Q4 2022 and held it in 4 quarters. The position peaked at $39.3K in Q1 2024. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 492 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $39.3K.
ICA Group Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $39.3K in Q1 2024.
581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.