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NWAM LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NWAM LLC’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
Q2 		– Sell
-3,313
Closed -$244K – 524
2022
Q1 		$244K Buy
+3,313
New +$250K 0.02% 471
2021
Q2 		– Sell
-3,324
Closed -$252K – 485
2021
Q1 		$252K Buy
+3,324
New +$250K 0.03% 414

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NWAM LLC's ESGD Position: Q2 2022 in Review

NWAM LLC sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2022, closing a stake of 3,313 shares — an estimated $244K sold.

NWAM LLC first reported a position in ESGD in Q1 2021 and held it in 2 quarters. The position peaked at $252K in Q1 2021. 499 funds tracked by Wall St. Rank hold ESGD as of Q2 2022.

  • NWAM LLC reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • NWAM LLC sold 3,313 iShares ESG Aware MSCI EAFE ETF shares in Q2 2022, an estimated $244K.
  • NWAM LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 2 quarters.
  • NWAM LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $252K in Q1 2021.
  • 499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2022.

Based on NWAM LLC's 13F filing for Q2 2022, filed 10 Aug 2022.