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

Paracle 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
2021
Q1 		$710K Hold
9,356
– – 0.13% 58
2020
Q4 		$683K Buy
9,356
+137
+1% +$9.36K 0.13% 63
2020
Q3 		$585K Hold
9,219
– – 0.13% 61
2020
Q2 		$558K Buy
9,219
+4,140
+82% +$238K 0.13% 58
2020
Q1 		$270K Buy
+5,079
New +$320K 0.07% 74

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paracle Advisors's ESGD Position: Q1 2021 in Review

Paracle Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2021 at 9,356 shares worth $710K. The position accounts for 0.13% of the portfolio, ranked #58.

Paracle Advisors first reported a position in ESGD in Q1 2020 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold ESGD as of Q1 2021.

  • Paracle Advisors held 9,356 shares of iShares ESG Aware MSCI EAFE ETF worth $710K as of Q1 2021.
  • Paracle Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2021.
  • iShares ESG Aware MSCI EAFE ETF made up 0.13% of Paracle Advisors's portfolio in Q1 2021, its #58 holding.
  • Paracle Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 5 quarters since.
  • 369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.