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JP Morgan Private Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$7.98M Buy
115,451
+2,911
+3% +$210K 0.02% 412
2023
Q2 		$8.21M Sell
112,540
-5,279
-4% -$385K 0.04% 259
2023
Q1 		$8.46M Sell
117,819
-36,524
-24% -$2.56M 0.02% 465
2022
Q4 		$10.1M Buy
154,343
+85,125
+123% +$5.35M 0.02% 417
2022
Q3 		$3.88M Buy
69,218
+4,841
+8% +$303K 0.01% 626
2022
Q2 		$4.04M Sell
64,377
-2,471
-4% -$169K 0.01% 632
2022
Q1 		$4.93M Buy
66,848
+14,595
+28% +$1.1M 0.01% 619
2021
Q4 		$4.15M Buy
52,253
+1,155
+2% +$92K 0.01% 657
2021
Q3 		$4M Buy
51,098
+35,396
+225% +$2.84M 0.01% 652
2021
Q2 		$1.24M Buy
15,702
+8,675
+123% +$690K ﹤0.01% 1094
2021
Q1 		$533K Buy
7,027
+137
+2% +$10.3K ﹤0.01% 1287
2020
Q4 		$503K Buy
6,890
+9
+0.1% +$615 ﹤0.01% 1288
2020
Q3 		$437K Sell
6,881
-600
-8% -$38.3K ﹤0.01% 1210
2020
Q2 		$453K Buy
+7,481
New +$430K ﹤0.01% 1145
2020
Q1 		– Sell
-3,472
Closed -$239K – 1450
2019
Q4 		$239K Hold
3,472
– – ﹤0.01% 1333
2019
Q3 		$223K Sell
3,472
-1,470
-30% -$92.9K ﹤0.01% 1299
2019
Q2 		$318K Buy
4,942
+6
+0.1% +$383 ﹤0.01% 1128
2019
Q1 		$312K Buy
+4,936
New +$303K ﹤0.01% 1190

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 $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.69B AUM 19.12% 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 $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ESGD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.6% in Q3 2023, buying an estimated $210K and bringing the position to 115,451 shares worth $7.98M. The position accounts for 0.02% of the portfolio, ranked #412.

JP Morgan Private Wealth Advisors first reported a position in ESGD in Q1 2019 and has held it in 18 quarters since. The position peaked at $10.1M in Q4 2022. 555 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 115,451 shares of iShares ESG Aware MSCI EAFE ETF worth $7.98M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 2,911 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $210K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #412 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $10.1M in Q4 2022.
  • 555 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.