KB Financial Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

KB Financial 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
2023 Q3	$314K	Hold	4,544	–	–	0.09%	142
2023 Q2	$331K	Sell	4,544 -302	-6%	-$22K	0.09%	140
2023 Q1	$348K	Sell	4,846 -308	-6%	-$21.6K	0.1%	125
2022 Q4	$339K	Sell	5,154 -390	-7%	-$24.5K	0.12%	128
2022 Q3	$311K	Buy	5,544 +5	+0.1%	+$313	0.11%	129
2022 Q2	$348K	Sell	5,539 -10	-0.2%	-$683	0.12%	106
2022 Q1	$409K	Sell	5,549 -355	-6%	-$26.7K	0.11%	102
2021 Q4	$469K	Buy	5,904 +557	+10%	+$44.3K	0.13%	82
2021 Q3	$419K	Buy	5,347 +603	+13%	+$48.4K	0.15%	84
2021 Q2	$375K	Buy	4,744 +150	+3%	+$11.9K	0.14%	86
2021 Q1	$349K	Buy	+4,594	New	+$346K	0.15%	70

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KB Financial Partners's ESGD Position: Q3 2023 in Review

KB Financial Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2023 at 4,544 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #142.

KB Financial Partners first reported a position in ESGD in Q1 2021 and has held it in 11 quarters since. The position peaked at $469K in Q4 2021. 553 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

KB Financial Partners held 4,544 shares of iShares ESG Aware MSCI EAFE ETF worth $314K as of Q3 2023.
KB Financial Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2023.
iShares ESG Aware MSCI EAFE ETF made up 0.09% of KB Financial Partners's portfolio in Q3 2023, its #142 holding.
KB Financial Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $469K in Q4 2021.
553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.