NNP
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Nachman Norwood & Parrott’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Nachman Norwood & Parrott’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
2021
Q2 		$23.1M Buy
292,087
+36,009
+14% +$2.87M 2.35% 9
2021
Q1 		$19.4M Buy
256,078
+36,996
+17% +$2.79M 2.14% 11
2020
Q4 		$16M Buy
219,082
+85,944
+65% +$5.87M 1.87% 14
2020
Q3 		$8.45M Buy
133,138
+110,416
+486% +$7.05M 1.14% 17
2020
Q2 		$1.38M Buy
+22,722
New +$1.3M 0.23% 84

Other funds holding ESGD

Bank of America
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nachman Norwood & Parrott's ESGD Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 14% in Q2 2021, buying an estimated $2.87M and bringing the position to 292,087 shares worth $23.1M. The position accounts for 2.35% of the portfolio, ranked #9.

Nachman Norwood & Parrott first reported a position in ESGD in Q2 2020 and has held it in 5 quarters since. 383 funds tracked by Wall St. Rank hold ESGD as of Q2 2021.

  • Nachman Norwood & Parrott held 292,087 shares of iShares ESG Aware MSCI EAFE ETF worth $23.1M as of Q2 2021.
  • Nachman Norwood & Parrott bought 36,009 iShares ESG Aware MSCI EAFE ETF shares in Q2 2021, an estimated $2.87M.
  • iShares ESG Aware MSCI EAFE ETF made up 2.35% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #9 holding.
  • Nachman Norwood & Parrott first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 5 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.