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Meristem Family Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Meristem Family Wealth’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
-2,864
Closed -$228K – 362
2021
Q4 		$228K Hold
2,864
– – 0.02% 342
2021
Q3 		$224K Buy
+2,864
New +$230K 0.02% 366

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Meristem Family Wealth's ESGD Position: Q1 2022 in Review

Meristem Family Wealth sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 2,864 shares — an estimated $228K sold.

Meristem Family Wealth first reported a position in ESGD in Q3 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 484 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

  • Meristem Family Wealth reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 2,864 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $228K.
  • Meristem Family Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and held it in 2 quarters.
  • Meristem Family Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $228K in Q4 2021.
  • 484 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.