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Mainsail Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mainsail Financial Group’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
-4,567
Closed -$360K – 51
2024
Q2 		$360K Buy
4,567
+818
+22% +$65K 0.21% 48
2024
Q1 		$300K Sell
3,749
-117
-3% -$8.96K 0.21% 50
2023
Q4 		$284K Buy
3,866
+2
+0.1% +$142 0.22% 49
2023
Q3 		$263K Buy
+3,864
New +$278K 0.24% 49

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

Mainsail Financial Group's ESGD Position: Q3 2024 in Review

Mainsail Financial Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024, closing a stake of 4,567 shares — an estimated $360K sold.

Mainsail Financial Group first reported a position in ESGD in Q3 2023 and held it in 4 quarters. The position peaked at $360K in Q2 2024. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

  • Mainsail Financial Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Mainsail Financial Group sold 4,567 iShares ESG Aware MSCI EAFE ETF shares in Q3 2024, an estimated $360K.
  • Mainsail Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and held it in 4 quarters.
  • Mainsail Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $360K in Q2 2024.
  • 586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Mainsail Financial Group's 13F filing for Q3 2024, filed 22 Oct 2024.