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

Personal Capital 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
2022 Q4	$413M	Buy	6,279,217 +135,339	+2%	+$8.5M	2%	12
2022 Q3	$345M	Buy	6,143,878 +323,621	+6%	+$20.3M	1.86%	12
2022 Q2	$365M	Buy	5,820,257 +200,793	+4%	+$13.7M	1.91%	12
2022 Q1	$414M	Buy	5,619,464 +557,274	+11%	+$42M	1.94%	11
2021 Q4	$404M	Buy	5,062,190 +458,525	+10%	+$36.5M	1.86%	12
2021 Q3	$361M	Buy	4,603,665 +485,061	+12%	+$38.9M	1.81%	13
2021 Q2	$325M	Buy	4,118,604 +613,857	+18%	+$48.9M	1.69%	13
2021 Q1	$266M	Buy	3,504,747 +558,474	+19%	+$42.1M	1.54%	14
2020 Q4	$215M	Buy	2,946,273 +477,979	+19%	+$32.6M	1.37%	16
2020 Q3	$157M	Buy	2,468,294 +316,321	+15%	+$20.2M	1.18%	19
2020 Q2	$130M	Buy	2,151,973 +349,189	+19%	+$20M	1.08%	20
2020 Q1	$95.9M	Buy	1,802,784 +354,348	+24%	+$22.3M	0.95%	20
2019 Q4	$99.6M	Buy	1,448,436 +260,821	+22%	+$17.4M	0.84%	21
2019 Q3	$76.1M	Buy	1,187,615 +174,919	+17%	+$11.1M	0.73%	23
2019 Q2	$65.1M	Buy	1,012,696 +226,437	+29%	+$14.5M	0.66%	26
2019 Q1	$49.7M	Buy	+786,259	New	+$48.3M	0.56%	30

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Personal Capital Advisors's ESGD Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.2% in Q4 2022, buying an estimated $8.5M and bringing the position to 6,279,217 shares worth $413M. The position accounts for 2% of the portfolio, ranked #12.

Personal Capital Advisors first reported a position in ESGD in Q1 2019 and has held it in 16 quarters since. The position peaked at $414M in Q1 2022. 545 funds tracked by Wall St. Rank hold ESGD as of Q4 2022.

Personal Capital Advisors held 6,279,217 shares of iShares ESG Aware MSCI EAFE ETF worth $413M as of Q4 2022.
Personal Capital Advisors bought 135,339 iShares ESG Aware MSCI EAFE ETF shares in Q4 2022, an estimated $8.5M.
iShares ESG Aware MSCI EAFE ETF made up 2% of Personal Capital Advisors's portfolio in Q4 2022, its #12 holding.
Personal Capital Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 16 quarters since.
Personal Capital Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $414M in Q1 2022.
545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.