Peterson Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Peterson Financial 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 Q3	$1.09K	Buy	+13	New	+$1.05K	﹤0.01%	393

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Peterson Financial Group's ESGD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024: 13 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings.

589 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

Peterson Financial Group held 13 shares of iShares ESG Aware MSCI EAFE ETF worth $1.09K as of Q3 2024.
iShares ESG Aware MSCI EAFE ETF was a new Peterson Financial Group position in Q3 2024.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #393 holding.
589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.