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Institutional & Family Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Institutional & Family Asset 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 		$196K Sell
2,491
-46
-2% -$3.65K 0.03% 148
2024
Q1 		$203K Sell
2,537
-361
-12% -$27.7K 0.03% 142
2023
Q4 		$219K Sell
2,898
-102
-3% -$7.22K 0.04% 141
2023
Q3 		$207K Buy
3,000
+95
+3% +$6.84K 0.03% 139
2023
Q2 		$212K Sell
2,905
-3,981
-58% -$290K 0.03% 143
2023
Q1 		$495K Sell
6,886
-110
-2% -$7.72K 0.08% 117
2022
Q4 		$460K Sell
6,996
-21
-0.3% -$1.32K 0.08% 115
2022
Q3 		$394K Sell
7,017
-63
-0.9% -$3.95K 0.07% 116
2022
Q2 		$444K Sell
7,080
-344
-5% -$23.5K 0.08% 114
2022
Q1 		$547K Sell
7,424
-379
-5% -$28.5K 0.09% 114
2021
Q4 		$620K Buy
7,803
+79
+1% +$6.29K 0.1% 111
2021
Q3 		$605K Buy
7,724
+413
+6% +$33.2K 0.1% 116
2021
Q2 		$578K Buy
7,311
+232
+3% +$18.5K 0.1% 115
2021
Q1 		$537K Sell
7,079
-490
-6% -$36.9K 0.1% 118
2020
Q4 		$553K Buy
7,569
+359
+5% +$24.5K 0.12% 113
2020
Q3 		$458K Sell
7,210
-102
-1% -$6.51K 0.11% 113
2020
Q2 		$443K Buy
7,312
+770
+12% +$44.2K 0.09% 117
2020
Q1 		$348K Buy
6,542
+69
+1% +$4.34K 0.08% 119
2019
Q4 		$445K Sell
6,473
-65
-1% -$4.33K 0.09% 127
2019
Q3 		$419K Buy
6,538
+49
+0.8% +$3.1K 0.09% 125
2019
Q2 		$417K Buy
6,489
+55
+0.9% +$3.51K 0.09% 123
2019
Q1 		$407K Buy
6,434
+2,081
+48% +$128K 0.09% 127
2018
Q4 		$250K Buy
4,353
+1,923
+79% +$117K 0.06% 148
2018
Q3 		$161K Buy
2,430
+1,649
+211% +$108K 0.03% 208
2018
Q2 		$51K Buy
781
+9
+1% +$610 0.01% 346
2018
Q1 		$52K Buy
+772
New +$53.1K 0.01% 320

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 $1.56T 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 $432B 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 $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's ESGD Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.8% in Q2 2024, selling an estimated $3.65K and leaving 2,491 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #148.

Institutional & Family Asset Management first reported a position in ESGD in Q1 2018 and has held it in 26 quarters since. The position peaked at $620K in Q4 2021. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • Institutional & Family Asset Management held 2,491 shares of iShares ESG Aware MSCI EAFE ETF worth $196K as of Q2 2024.
  • Institutional & Family Asset Management sold 46 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $3.65K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #148 holding.
  • Institutional & Family Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $620K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.