New England Guild Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

New England Guild 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
2022 Q4	$399K	Sell	6,072 -2,276	-27%	-$143K	0.21%	48
2022 Q3	$469K	Sell	8,348 -481	-5%	-$30.2K	0.28%	45
2022 Q2	$554K	Buy	8,829 +132	+2%	+$9.01K	0.34%	44
2022 Q1	$641K	Sell	8,697 -1,822	-17%	-$137K	0.34%	42
2021 Q4	$836K	Buy	10,519 +1,063	+11%	+$84.6K	0.42%	42
2021 Q3	$741K	Hold	9,456	–	–	0.39%	41
2021 Q2	$747K	Sell	9,456 -4,007	-30%	-$319K	0.41%	39
2021 Q1	$1.02M	Buy	13,463 +2,047	+18%	+$154K	0.57%	37
2020 Q4	$834K	Buy	+11,416	New	+$780K	0.49%	36

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

New England Guild Wealth Advisors's ESGD Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 27% in Q4 2022, selling an estimated $143K and leaving 6,072 shares worth $399K. The position accounts for 0.21% of the portfolio, ranked #48.

New England Guild Wealth Advisors first reported a position in ESGD in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.02M in Q1 2021. 545 funds tracked by Wall St. Rank hold ESGD as of Q4 2022.

New England Guild Wealth Advisors held 6,072 shares of iShares ESG Aware MSCI EAFE ETF worth $399K as of Q4 2022.
New England Guild Wealth Advisors sold 2,276 iShares ESG Aware MSCI EAFE ETF shares in Q4 2022, an estimated $143K.
iShares ESG Aware MSCI EAFE ETF made up 0.21% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #48 holding.
New England Guild Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 9 quarters since.
New England Guild Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.02M in Q1 2021.
545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.