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

ORG 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
Q4 		– Sell
-185
Closed -$13.1K – 1108
2023
Q3 		$12.8K Sell
185
-174
-48% -$12.5K ﹤0.01% 786
2023
Q2 		$26.2K Buy
+359
New +$26.2K ﹤0.01% 816

Other funds holding ESGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ORG Partners's ESGD Position: Q4 2023 in Review

ORG Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2023, closing a stake of 185 shares — an estimated $13.1K sold.

ORG Partners first reported a position in ESGD in Q2 2023 and held it in 2 quarters. The position peaked at $26.2K in Q2 2023. 576 funds tracked by Wall St. Rank hold ESGD as of Q4 2023.

  • ORG Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • ORG Partners sold 185 iShares ESG Aware MSCI EAFE ETF shares in Q4 2023, an estimated $13.1K.
  • ORG Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $26.2K in Q2 2023.
  • 576 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2023.

Based on ORG Partners's 13F filing for Q4 2023, filed 29 Jan 2024.