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Morningstar Investment Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Morningstar Investment Services’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
2023
Q4 		– Sell
-3,375
Closed -$234K – 407
2023
Q3 		$234K Buy
+3,375
New +$243K ﹤0.01% 262

Other funds holding ESGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morningstar Investment Services's ESGD Position: Q4 2023 in Review

Morningstar Investment Services sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2023, closing a stake of 3,375 shares — an estimated $234K sold.

Morningstar Investment Services first reported a position in ESGD in Q3 2023 and held it in 1 quarter. The position peaked at $234K in Q3 2023. 576 funds tracked by Wall St. Rank hold ESGD as of Q4 2023.

  • Morningstar Investment Services reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Morningstar Investment Services sold 3,375 iShares ESG Aware MSCI EAFE ETF shares in Q4 2023, an estimated $234K.
  • Morningstar Investment Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
  • Morningstar Investment Services's iShares ESG Aware MSCI EAFE ETF position peaked at $234K in Q3 2023.
  • 576 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2023.

Based on Morningstar Investment Services's 13F filing for Q4 2023, filed 13 Feb 2024.