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L & S Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

L & S 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
2024
Q4 		– Sell
-2,419
Closed -$204K – 351
2024
Q3 		$204K Buy
+2,419
New +$195K 0.02% 334
2023
Q3 		– Sell
-5,129
Closed -$374K – 302
2023
Q2 		$374K Sell
5,129
-11,854
-70% -$865K 0.05% 234
2023
Q1 		$1.22M Buy
+16,983
New +$1.19M 0.17% 130

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L & S Advisors's ESGD Position: Q4 2024 in Review

L & S Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024, closing a stake of 2,419 shares — an estimated $204K sold.

L & S Advisors first reported a position in ESGD in Q1 2023 and held it in 3 quarters. The position peaked at $1.22M in Q1 2023. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

  • L & S Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • L & S Advisors sold 2,419 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $204K.
  • L & S Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and held it in 3 quarters.
  • L & S Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.22M in Q1 2023.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on L & S Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.