LWS Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

LWS Wealth 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
2023 Q4	$255K	Buy	3,374 +42	+1%	+$2.97K	0.1%	57
2023 Q3	$230K	Hold	3,332	–	–	0.1%	53
2023 Q2	$243K	Buy	3,332 +25	+0.8%	+$1.82K	0.1%	55
2023 Q1	$238K	Buy	+3,307	New	+$232K	0.1%	55
2022 Q2	–	Sell	-2,899	Closed	-$214K	–	61
2022 Q1	$214K	Buy	+2,899	New	+$218K	0.09%	55

Other funds holding ESGD

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LWS Wealth Advisors's ESGD Position: Q4 2023 in Review

LWS Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.3% in Q4 2023, buying an estimated $2.97K and bringing the position to 3,374 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #57.

LWS Wealth Advisors first reported a position in ESGD in Q1 2022 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold ESGD as of Q4 2023.

LWS Wealth Advisors held 3,374 shares of iShares ESG Aware MSCI EAFE ETF worth $255K as of Q4 2023.
LWS Wealth Advisors bought 42 iShares ESG Aware MSCI EAFE ETF shares in Q4 2023, an estimated $2.97K.
iShares ESG Aware MSCI EAFE ETF made up 0.1% of LWS Wealth Advisors's portfolio in Q4 2023, its #57 holding.
LWS Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 5 quarters since.
576 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.