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Journey Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Journey Advisory Group’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
Q2 		– Sell
-4,347
Closed -$312K – 233
2023
Q1 		$312K Buy
+4,347
New +$305K 0.05% 181

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Journey Advisory Group's ESGD Position: Q2 2023 in Review

Journey Advisory Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2023, closing a stake of 4,347 shares — an estimated $312K sold.

Journey Advisory Group first reported a position in ESGD in Q1 2023 and held it in 1 quarter. The position peaked at $312K in Q1 2023. 561 funds tracked by Wall St. Rank hold ESGD as of Q2 2023.

  • Journey Advisory Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Journey Advisory Group sold 4,347 iShares ESG Aware MSCI EAFE ETF shares in Q2 2023, an estimated $312K.
  • Journey Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and held it in 1 quarter.
  • Journey Advisory Group's iShares ESG Aware MSCI EAFE ETF position peaked at $312K in Q1 2023.
  • 561 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2023.

Based on Journey Advisory Group's 13F filing for Q2 2023, filed 9 Aug 2023.