McIlrath & Eck’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

McIlrath & Eck’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 Q1	–	Sell	-50	Closed	-$3.78K	–	944
2023 Q4	$3.78K	Sell	50 -54	-52%	-$3.82K	﹤0.01%	727
2023 Q3	$7.19K	Buy	104 +54	+108%	+$3.89K	﹤0.01%	596
2023 Q2	$3.65K	Hold	50	–	–	﹤0.01%	727
2023 Q1	$3.59K	Hold	50	–	–	﹤0.01%	716
2022 Q4	$3.29K	Hold	50	–	–	﹤0.01%	698
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	705
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	684
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	662
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	651
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	642
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	643
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	617
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	557
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	550
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	540
2020 Q1	$3K	Buy	+50	New	+$3.15K	﹤0.01%	514

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McIlrath & Eck's ESGD Position: Q1 2024 in Review

McIlrath & Eck sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2024, closing a stake of 50 shares — an estimated $3.78K sold.

McIlrath & Eck first reported a position in ESGD in Q1 2020 and held it in 16 quarters. The position peaked at $7.19K in Q3 2023. 574 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

McIlrath & Eck reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
McIlrath & Eck sold 50 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $3.78K.
McIlrath & Eck first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and held it in 16 quarters.
McIlrath & Eck's iShares ESG Aware MSCI EAFE ETF position peaked at $7.19K in Q3 2023.
574 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on McIlrath & Eck's 13F filing for Q1 2024, filed 10 May 2024.