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New England Professional Planning Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

New England Professional Planning Group’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
2020
Q1 		– Sell
-2,955
Closed -$203K – 51
2019
Q4 		$203K Buy
+2,955
New +$197K 0.16% 52

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New England Professional Planning Group's ESGD Position: Q1 2020 in Review

New England Professional Planning Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2020, closing a stake of 2,955 shares — an estimated $203K sold.

New England Professional Planning Group first reported a position in ESGD in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 215 funds tracked by Wall St. Rank hold ESGD as of Q1 2020.

  • New England Professional Planning Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • New England Professional Planning Group sold 2,955 iShares ESG Aware MSCI EAFE ETF shares in Q1 2020, an estimated $203K.
  • New England Professional Planning Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • New England Professional Planning Group's iShares ESG Aware MSCI EAFE ETF position peaked at $203K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2020.

Based on New England Professional Planning Group's 13F filing for Q1 2020, filed 12 May 2020.