Obermeyer Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Obermeyer Wealth Partners’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
2023 Q2	–	Sell	-3,500	Closed	-$251K	–	220
2023 Q1	$251K	Hold	3,500	–	–	0.02%	180
2022 Q4	$230K	Sell	3,500 -620	-15%	-$38.9K	0.02%	196
2022 Q3	$231K	Hold	4,120	–	–	0.02%	182
2022 Q2	$259K	Hold	4,120	–	–	0.02%	160
2022 Q1	$304K	Hold	4,120	–	–	0.02%	172
2021 Q4	$327K	Hold	4,120	–	–	0.02%	162
2021 Q3	$323K	Hold	4,120	–	–	0.02%	159
2021 Q2	$326K	Hold	4,120	–	–	0.02%	162
2021 Q1	$313K	Hold	4,120	–	–	0.02%	162
2020 Q4	$301K	Buy	+4,120	New	+$281K	0.02%	119

Other funds holding ESGD

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Obermeyer Wealth Partners's ESGD Position: Q2 2023 in Review

Obermeyer Wealth Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2023, closing a stake of 3,500 shares — an estimated $251K sold.

Obermeyer Wealth Partners first reported a position in ESGD in Q4 2020 and held it in 10 quarters. The position peaked at $327K in Q4 2021. 561 funds tracked by Wall St. Rank hold ESGD as of Q2 2023.

Obermeyer Wealth Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 3,500 iShares ESG Aware MSCI EAFE ETF shares in Q2 2023, an estimated $251K.
Obermeyer Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 10 quarters.
Obermeyer Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $327K in Q4 2021.
561 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2023, filed 7 Aug 2023.