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

LGT 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 Q4	–	Sell	-1,347	Closed	-$113K	–	735
2024 Q3	$113K	Hold	1,347	–	–	0.28%	63
2024 Q2	$106K	Buy	1,347 +25	+2%	+$1.99K	0.22%	77
2024 Q1	$106K	Hold	1,322	–	–	0.12%	169
2023 Q4	$99.9K	Buy	1,322 +16	+1%	+$1.13K	0.12%	159
2023 Q3	$90.3K	Buy	1,306 +380	+41%	+$27.4K	0.11%	164
2023 Q2	$67.5K	Buy	+926	New	+$67.5K	0.07%	153
2023 Q1	–	Sell	-1,232	Closed	-$81K	–	115
2022 Q4	$81K	Buy	+1,232	New	+$77.4K	0.1%	122

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

LGT Financial Advisors's ESGD Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024, closing a stake of 1,347 shares — an estimated $113K sold.

LGT Financial Advisors first reported a position in ESGD in Q4 2022 and held it in 7 quarters. The position peaked at $113K in Q3 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

LGT Financial Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
LGT Financial Advisors sold 1,347 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $113K.
LGT Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 7 quarters.
LGT Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $113K in Q3 2024.
607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.