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Opal Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-105
Closed -$8.27K – 508
2024
Q2 		$8.27K Buy
+105
New +$8.34K ﹤0.01% 696
2023
Q3 		– Sell
-5,442
Closed -$397K – 148
2023
Q2 		$397K Buy
5,442
+95
+2% +$6.93K 0.2% 64
2023
Q1 		$384K Buy
5,347
+641
+14% +$45K 0.22% 55
2022
Q4 		$309K Buy
4,706
+1
+0% +$63 0.17% 78
2022
Q3 		$264K Buy
4,705
+214
+5% +$13.4K 0.19% 75
2022
Q2 		$282K Sell
4,491
-764
-15% -$52.1K 0.19% 75
2022
Q1 		$387K Sell
5,255
-1,182
-18% -$89K 0.34% 45
2021
Q4 		$511K Buy
6,437
+2,077
+48% +$165K 0.32% 53
2021
Q3 		$342K Buy
4,360
+354
+9% +$28.4K 0.33% 41
2021
Q2 		$317K Buy
4,006
+91
+2% +$7.24K 0.3% 49
2021
Q1 		$297K Buy
3,915
+198
+5% +$14.9K 0.32% 45
2020
Q4 		$271K Buy
+3,717
New +$254K 0.34% 47

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Opal Wealth Advisors's ESGD Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024, closing a stake of 105 shares — an estimated $8.27K sold.

Opal Wealth Advisors first reported a position in ESGD in Q4 2020 and held it in 12 quarters. The position peaked at $511K in Q4 2021. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 105 iShares ESG Aware MSCI EAFE ETF shares in Q3 2024, an estimated $8.27K.
  • Opal Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 12 quarters.
  • Opal Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $511K in Q4 2021.
  • 586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.