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Maxim Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Maxim Capital 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
2020
Q2 		$334K Buy
5,224
+906
+21% +$52K 0.3% 35
2020
Q1 		$230K Buy
+4,318
New +$272K 0.24% 35

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Maxim Capital Management's ESGD Position: Q2 2020 in Review

Maxim Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 21% in Q2 2020, buying an estimated $52K and bringing the position to 5,224 shares worth $334K. The position accounts for 0.3% of the portfolio, ranked #35.

Maxim Capital Management first reported a position in ESGD in Q1 2020 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold ESGD as of Q2 2020.

  • Maxim Capital Management held 5,224 shares of iShares ESG Aware MSCI EAFE ETF worth $334K as of Q2 2020.
  • Maxim Capital Management bought 906 iShares ESG Aware MSCI EAFE ETF shares in Q2 2020, an estimated $52K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.3% of Maxim Capital Management's portfolio in Q2 2020, its #35 holding.
  • Maxim Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.