LifePlan Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

LifePlan Financial Group’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
2020 Q3	$90K	Hold	1,410	–	–	0.04%	196
2020 Q2	$85K	Hold	1,410	–	–	0.04%	196
2020 Q1	$75K	Hold	1,410	–	–	0.04%	191
2019 Q4	$97K	Hold	1,410	–	–	0.04%	189
2019 Q3	$90K	Hold	1,410	–	–	0.04%	192
2019 Q2	$91K	Hold	1,410	–	–	0.04%	192
2019 Q1	$89K	Buy	1,410 +875	+164%	+$53.7K	0.05%	191
2018 Q4	$31K	Buy	+535	New	+$32.5K	0.02%	284

Other funds holding ESGD

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

LifePlan Financial Group's ESGD Position: Q3 2020 in Review

LifePlan Financial Group held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2020 at 1,410 shares worth $90K. The position accounts for 0.04% of the portfolio, ranked #196.

LifePlan Financial Group first reported a position in ESGD in Q4 2018 and has held it in 8 quarters since. The position peaked at $97K in Q4 2019. 266 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

LifePlan Financial Group held 1,410 shares of iShares ESG Aware MSCI EAFE ETF worth $90K as of Q3 2020.
LifePlan Financial Group left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2020.
iShares ESG Aware MSCI EAFE ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #196 holding.
LifePlan Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $97K in Q4 2019.
266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.