Loring Wolcott & Coolidge Fiduciary Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q3	–	Sell	-51	Closed	-$4.16K	–	580
2024 Q2	$4.16K	Hold	51	–	–	﹤0.01%	524
2024 Q1	$3.94K	Buy	+51	New	+$3.91K	﹤0.01%	537
2023 Q4	–	Sell	-924	Closed	-$63.7K	–	565
2023 Q3	$63.7K	Sell	924 -69	-7%	-$4.97K	﹤0.01%	400
2023 Q2	$72.4K	Buy	+993	New	+$72.4K	﹤0.01%	398

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's ESGD Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024, closing a stake of 51 shares — an estimated $4.16K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESGD in Q2 2023 and held it in 4 quarters. The position peaked at $72.4K in Q2 2023. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 51 iShares ESG Aware MSCI EAFE ETF shares in Q3 2024, an estimated $4.16K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $72.4K in Q2 2023.
586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.