IFWM
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Institute for Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Institute for 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
2020
Q1 		– Sell
-845
Closed -$58K – 456
2019
Q4 		$58K Buy
+845
New +$56.3K 0.01% 508

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institute for Wealth Management's ESGD Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2020, closing a stake of 845 shares — an estimated $58K sold.

Institute for Wealth Management first reported a position in ESGD in Q4 2019 and held it in 1 quarter. The position peaked at $58K in Q4 2019. 215 funds tracked by Wall St. Rank hold ESGD as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 845 iShares ESG Aware MSCI EAFE ETF shares in Q1 2020, an estimated $58K.
  • Institute for Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $58K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.