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Maxwell Wealth Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Maxwell Wealth Strategies’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 		$268K Hold
3,523
– – 0.11% 103
2024
Q3 		$284K Buy
3,523
+124
+4% +$10K 0.12% 97
2024
Q2 		$268K Hold
3,399
– – 0.13% 95
2024
Q1 		$274K Hold
3,399
– – 0.14% 95
2023
Q4 		$257K Buy
+3,399
New +$241K 0.17% 85

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maxwell Wealth Strategies's ESGD Position: Q4 2024 in Review

Maxwell Wealth Strategies held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q4 2024 at 3,523 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #103.

Maxwell Wealth Strategies first reported a position in ESGD in Q4 2023 and has held it in 5 quarters since. The position peaked at $284K in Q3 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

  • Maxwell Wealth Strategies held 3,523 shares of iShares ESG Aware MSCI EAFE ETF worth $268K as of Q4 2024.
  • Maxwell Wealth Strategies left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #103 holding.
  • Maxwell Wealth Strategies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares ESG Aware MSCI EAFE ETF position peaked at $284K in Q3 2024.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.