Legacy Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Legacy Financial 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 Q2	–	Sell	-2,542	Closed	-$203K	–	343
2024 Q1	$203K	Buy	+2,542	New	+$195K	0.04%	309
2021 Q1	–	Sell	-6,426	Closed	-$469K	–	162
2020 Q4	$469K	Buy	6,426 +389	+6%	+$26.6K	0.13%	67
2020 Q3	$383K	Buy	+6,037	New	+$385K	0.12%	66
2020 Q1	–	Sell	-6,098	Closed	-$419K	–	79
2019 Q4	$419K	Buy	6,098 +538	+10%	+$35.8K	0.13%	71
2019 Q3	$357K	Buy	+5,560	New	+$352K	0.12%	80
2019 Q2	–	Sell	-1,281	Closed	-$81K	–	359
2019 Q1	$81K	Buy	1,281 +122	+11%	+$7.49K	0.03%	195
2018 Q4	$67K	Buy	1,159 +18	+2%	+$1.09K	0.03%	191
2018 Q3	$75K	Hold	1,141	–	–	0.03%	204
2018 Q2	$75K	Buy	1,141 +14	+1%	+$949	0.03%	200
2018 Q1	$76K	Buy	1,127 +47	+4%	+$3.23K	0.03%	198
2017 Q4	$73K	Buy	+1,080	New	+$72.6K	0.03%	205

Other funds holding ESGD

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Advisors's ESGD Position: Q2 2024 in Review

Legacy Financial Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2024, closing a stake of 2,542 shares — an estimated $203K sold.

Legacy Financial Advisors first reported a position in ESGD in Q4 2017 and held it in 11 quarters. The position peaked at $469K in Q4 2020. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

Legacy Financial Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Legacy Financial Advisors sold 2,542 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $203K.
Legacy Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2017 and held it in 11 quarters.
Legacy Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $469K in Q4 2020.
581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.