Macroview Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Macroview Investment Management’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 Q4	–	Sell	-53	Closed	-$4.46K	–	235
2024 Q3	$4.46K	Hold	53	–	–	﹤0.01%	386
2024 Q2	$4.17K	Sell	53 -30	-36%	-$2.38K	﹤0.01%	400
2024 Q1	$6.63K	Hold	83	–	–	0.01%	360
2023 Q4	$6.27K	Buy	83 +1	+1%	+$71	0.01%	365
2023 Q3	$5.67K	Hold	82	–	–	0.01%	397
2023 Q2	$5.98K	Hold	82	–	–	0.01%	323
2023 Q1	$5.89K	Hold	82	–	–	0.01%	303
2022 Q4	$5.39K	Hold	82	–	–	0.01%	305
2022 Q3	$5K	Hold	82	–	–	0.01%	284
2022 Q2	$5K	Buy	+82	New	+$5.6K	0.01%	311

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Macroview Investment Management's ESGD Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024, closing a stake of 53 shares — an estimated $4.46K sold.

Macroview Investment Management first reported a position in ESGD in Q2 2022 and held it in 10 quarters. The position peaked at $6.63K in Q1 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

Macroview Investment Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 53 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $4.46K.
Macroview Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 10 quarters.
Macroview Investment Management's iShares ESG Aware MSCI EAFE ETF position peaked at $6.63K in Q1 2024.
607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.