Main Street Financial Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Main Street Financial Solutions’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
2022 Q1	–	Sell	-4,440	Closed	-$353K	–	457
2021 Q4	$353K	Buy	4,440 +43	+1%	+$3.42K	0.05%	343
2021 Q3	$345K	Sell	4,397 -285	-6%	-$22.9K	0.05%	337
2021 Q2	$370K	Buy	4,682 +96	+2%	+$7.64K	0.06%	308
2021 Q1	$348K	Hold	4,586	–	–	0.06%	291
2020 Q4	$335K	Buy	+4,586	New	+$313K	0.07%	269

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Main Street Financial Solutions's ESGD Position: Q1 2022 in Review

Main Street Financial Solutions sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 4,440 shares — an estimated $353K sold.

Main Street Financial Solutions first reported a position in ESGD in Q4 2020 and held it in 5 quarters. The position peaked at $370K in Q2 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

Main Street Financial Solutions reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
Main Street Financial Solutions sold 4,440 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $353K.
Main Street Financial Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 5 quarters.
Main Street Financial Solutions's iShares ESG Aware MSCI EAFE ETF position peaked at $370K in Q2 2021.
483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Main Street Financial Solutions's 13F filing for Q1 2022, filed 22 Apr 2022.