MWA
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MFA Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

MFA Wealth Advisors’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
Q3 		– Sell
-8,333
Closed -$505K – 90
2020
Q2 		$505K Buy
8,333
+695
+9% +$39.9K 0.33% 35
2020
Q1 		$406K Buy
+7,638
New +$481K 0.39% 37

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

MFA Wealth Advisors's ESGD Position: Q3 2020 in Review

MFA Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2020, closing a stake of 8,333 shares — an estimated $505K sold.

MFA Wealth Advisors first reported a position in ESGD in Q1 2020 and held it in 2 quarters. The position peaked at $505K in Q2 2020. 266 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

  • MFA Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 8,333 iShares ESG Aware MSCI EAFE ETF shares in Q3 2020, an estimated $505K.
  • MFA Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and held it in 2 quarters.
  • MFA Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $505K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.