Moss Adams Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Moss Adams 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
2024 Q2	–	Sell	-2,839	Closed	-$227K	–	178
2024 Q1	$227K	Sell	2,839 -9,757	-77%	-$747K	0.04%	134
2023 Q4	$952K	Buy	12,596 +12,122	+2,557%	+$858K	0.2%	34
2023 Q3	$32.8K	Hold	474	–	–	0.01%	126
2023 Q2	$34.6K	Buy	474 +9	+2%	+$657	0.01%	112
2023 Q1	$33.4K	Sell	465 -373	-45%	-$26.2K	0.01%	118
2022 Q4	$55.1K	Buy	+838	New	+$52.6K	0.03%	122

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Moss Adams Wealth Advisors's ESGD Position: Q2 2024 in Review

Moss Adams Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2024, closing a stake of 2,839 shares — an estimated $227K sold.

Moss Adams Wealth Advisors first reported a position in ESGD in Q4 2022 and held it in 6 quarters. The position peaked at $952K in Q4 2023. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

Moss Adams Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Moss Adams Wealth Advisors sold 2,839 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $227K.
Moss Adams Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 6 quarters.
Moss Adams Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $952K in Q4 2023.
581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.