Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q1	–	Sell	-72	Closed	-$5.43K	–	765
2023 Q4	$5.43K	Sell	72 -269	-79%	-$19.1K	﹤0.01%	506
2023 Q3	$23.6K	Sell	341 -191	-36%	-$13.8K	0.01%	328
2023 Q2	$38.8K	Sell	532 -9	-2%	-$657	0.01%	277
2023 Q1	$38.8K	Sell	541 -341	-39%	-$23.9K	0.02%	213
2022 Q4	$58K	Sell	882 -289	-25%	-$18.1K	0.03%	169
2022 Q3	$66K	Sell	1,171 -97	-8%	-$6.08K	0.04%	146
2022 Q2	$80K	Buy	1,268 +67	+6%	+$4.57K	0.05%	143
2022 Q1	$84K	Buy	+1,201	New	+$90.4K	0.06%	146

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

Oliver Lagore Vanvalin Investment Group's ESGD Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2024, closing a stake of 72 shares — an estimated $5.43K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ESGD in Q1 2022 and held it in 8 quarters. The position peaked at $84K in Q1 2022. 574 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 72 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $5.43K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and held it in 8 quarters.
Oliver Lagore Vanvalin Investment Group's iShares ESG Aware MSCI EAFE ETF position peaked at $84K in Q1 2022.
574 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.