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Petix & Botte Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-3,767
Closed -$301K – 130
2024
Q1 		$301K Buy
+3,767
New +$289K 0.07% 110

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Petix & Botte Financial's ESGD Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2024, closing a stake of 3,767 shares — an estimated $301K sold.

Petix & Botte Financial first reported a position in ESGD in Q1 2024 and held it in 1 quarter. The position peaked at $301K in Q1 2024. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 3,767 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $301K.
  • Petix & Botte Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $301K in Q1 2024.
  • 581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.