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Interchange Capital Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-92
Closed -$6K – 493
2020
Q4 		$6K Buy
+92
New +$6.28K ﹤0.01% 884

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Fifth Third Bancorp
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Interchange Capital Partners's ESGD Position: Q1 2021 in Review

Interchange Capital Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2021, closing a stake of 92 shares — an estimated $6K sold.

Interchange Capital Partners first reported a position in ESGD in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 369 funds tracked by Wall St. Rank hold ESGD as of Q1 2021.

  • Interchange Capital Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 92 iShares ESG Aware MSCI EAFE ETF shares in Q1 2021, an estimated $6K.
  • Interchange Capital Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $6K in Q4 2020.
  • 369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.