My Legacy Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

My Legacy 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
2023 Q3	–	Sell	-2,999	Closed	-$224K	–	212
2023 Q2	$224K	Sell	2,999 -1,802	-38%	-$131K	0.09%	201
2023 Q1	$347K	Sell	4,801 -437	-8%	-$30.7K	0.15%	172
2022 Q4	$375K	Sell	5,238 -3,767	-42%	-$237K	0.16%	171
2022 Q3	$505K	Sell	9,005 -5,777	-39%	-$362K	0.25%	143
2022 Q2	$911K	Sell	14,782 -3,978	-21%	-$271K	0.46%	69
2022 Q1	$1.38M	Buy	+18,760	New	+$1.41M	0.64%	34

Other funds holding ESGD

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

My Legacy Advisors's ESGD Position: Q3 2023 in Review

My Legacy Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2023, closing a stake of 2,999 shares — an estimated $224K sold.

My Legacy Advisors first reported a position in ESGD in Q1 2022 and held it in 6 quarters. The position peaked at $1.38M in Q1 2022. 553 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

My Legacy Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
My Legacy Advisors sold 2,999 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $224K.
My Legacy Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and held it in 6 quarters.
My Legacy Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.38M in Q1 2022.
553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.