LWM
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Liberty Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-78
Closed -$6K – 451
2021
Q3 		$6K Buy
78
+5
+7% +$401 ﹤0.01% 909
2021
Q2 		$6K Buy
+73
New +$5.81K ﹤0.01% 753

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's ESGD Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2021, closing a stake of 78 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in ESGD in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 496 funds tracked by Wall St. Rank hold ESGD as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 78 iShares ESG Aware MSCI EAFE ETF shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $6K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.