New York Life Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-18,699	Closed	-$1.41M	–	1386
2023 Q4	$1.41M	Buy	18,699 +1,214	+7%	+$86K	0.01%	598
2023 Q3	$1.21M	Sell	17,485 -211	-1%	-$15.2K	0.01%	594
2023 Q2	$1.29M	Buy	17,696 +4,099	+30%	+$299K	0.01%	575
2023 Q1	$977K	Buy	13,597 +681	+5%	+$47.8K	0.01%	608
2022 Q4	$849K	Sell	12,916 -404	-3%	-$25.4K	0.01%	642
2022 Q3	$748K	Sell	13,320 -2,663	-17%	-$167K	0.01%	644
2022 Q2	$1M	Buy	15,983 +402	+3%	+$27.4K	0.01%	620
2022 Q1	$1.15M	Sell	15,581 -3,237	-17%	-$244K	0.06%	37
2021 Q4	$1.5M	Buy	18,818 +1,484	+9%	+$118K	0.08%	33
2021 Q3	$1.36M	Buy	+17,334	New	+$1.39M	0.07%	34

Other funds holding ESGD

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New York Life Investment Management's ESGD Position: Q1 2024 in Review

New York Life Investment Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2024, closing a stake of 18,699 shares — an estimated $1.41M sold.

New York Life Investment Management first reported a position in ESGD in Q3 2021 and held it in 10 quarters. The position peaked at $1.5M in Q4 2021. 575 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

New York Life Investment Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 18,699 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $1.41M.
New York Life Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and held it in 10 quarters.
New York Life Investment Management's iShares ESG Aware MSCI EAFE ETF position peaked at $1.5M in Q4 2021.
575 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.