MV Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

MV Capital Management’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	-182	Closed	-$14K	–	696
2021 Q4	$14K	Hold	182	–	–	﹤0.01%	376
2021 Q3	$14K	Hold	182	–	–	﹤0.01%	369
2021 Q2	$14K	Hold	182	–	–	﹤0.01%	319
2021 Q1	$14K	Hold	182	–	–	﹤0.01%	232
2020 Q4	$13K	Hold	182	–	–	﹤0.01%	227
2020 Q3	$12K	Buy	+182	New	+$11.6K	﹤0.01%	214

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MV Capital Management's ESGD Position: Q1 2022 in Review

MV Capital Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 182 shares — an estimated $14K sold.

MV Capital Management first reported a position in ESGD in Q3 2020 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

MV Capital Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
MV Capital Management sold 182 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $14K.
MV Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and held it in 6 quarters.
MV Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $14K in Q4 2021.
483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on MV Capital Management's 13F filing for Q1 2022, filed 9 May 2022.