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LWMG LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

LWMG LLC’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 		$221K Buy
2,621
+41
+2% +$3.31K 0.04% 88
2024
Q2 		$203K Buy
+2,580
New +$205K 0.04% 87

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LWMG LLC's ESGD Position: Q3 2024 in Review

LWMG LLC increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q3 2024, buying an estimated $3.31K and bringing the position to 2,621 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #88.

LWMG LLC first reported a position in ESGD in Q2 2024 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

  • LWMG LLC held 2,621 shares of iShares ESG Aware MSCI EAFE ETF worth $221K as of Q3 2024.
  • LWMG LLC bought 41 iShares ESG Aware MSCI EAFE ETF shares in Q3 2024, an estimated $3.31K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of LWMG LLC's portfolio in Q3 2024, its #88 holding.
  • LWMG LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.