LNC
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Lincoln National Corp’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Lincoln National Corp’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
-16,690
Closed -$1.33M – 333
2024
Q1 		$1.33M Sell
16,690
-1,486
-8% -$114K 0.02% 434
2023
Q4 		$1.37M Sell
18,176
-139
-0.8% -$9.84K 0.02% 375
2023
Q3 		$1.27M Buy
18,315
+811
+5% +$58.4K 0.03% 354
2023
Q2 		$1.28M Buy
17,504
+1,296
+8% +$94.5K 0.03% 350
2023
Q1 		$1.16M Sell
16,208
-382
-2% -$26.8K 0.02% 347
2022
Q4 		$1.09M Sell
16,590
-1,263
-7% -$79.3K 0.02% 336
2022
Q3 		$1M Buy
17,853
+459
+3% +$28.8K 0.02% 332
2022
Q2 		$1.09M Sell
17,394
-4,972
-22% -$339K 0.03% 328
2022
Q1 		$1.65M Buy
22,366
+42
+0.2% +$3.16K 0.03% 261
2021
Q4 		$1.77M Buy
22,324
+458
+2% +$36.5K 0.04% 239
2021
Q3 		$1.71M Buy
21,866
+1,102
+5% +$88.5K 0.04% 229
2021
Q2 		$1.64M Buy
20,764
+54
+0.3% +$4.3K 0.04% 233
2021
Q1 		$1.57M Buy
20,710
+1,502
+8% +$113K 0.04% 223
2020
Q4 		$1.4M Sell
19,208
-311
-2% -$21.2K 0.04% 225
2020
Q3 		$1.24M Buy
19,519
+10,145
+108% +$648K 0.04% 219
2020
Q2 		$568K Buy
9,374
+94
+1% +$5.4K 0.02% 348
2020
Q1 		$493K Buy
9,280
+2,749
+42% +$173K 0.02% 340
2019
Q4 		$449K Buy
6,531
+808
+14% +$53.8K 0.01% 415
2019
Q3 		$367K Buy
+5,723
New +$362K 0.01% 410

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lincoln National Corp's ESGD Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2024, closing a stake of 16,690 shares — an estimated $1.33M sold.

Lincoln National Corp first reported a position in ESGD in Q3 2019 and held it in 19 quarters. The position peaked at $1.77M in Q4 2021. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 16,690 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $1.33M.
  • Lincoln National Corp first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and held it in 19 quarters.
  • Lincoln National Corp's iShares ESG Aware MSCI EAFE ETF position peaked at $1.77M in Q4 2021.
  • 581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.