Quest Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Quest Capital Management’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 Q4	$1.74M	Buy	21,878 +7,865	+56%	+$626K	0.3%	56
2021 Q3	$1.1M	Buy	14,013 +4,694	+50%	+$377K	0.22%	69
2021 Q2	$736K	Sell	9,319 -11	-0.1%	-$876	0.15%	88
2021 Q1	$708K	Buy	9,330 +540	+6%	+$40.7K	0.15%	86
2020 Q4	$642K	Buy	8,790 +2,202	+33%	+$150K	0.15%	84
2020 Q3	$418K	Hold	6,588	–	–	0.12%	113
2020 Q2	$399K	Buy	6,588 +21	+0.3%	+$1.21K	0.12%	112
2020 Q1	$349K	Buy	+6,567	New	+$413K	0.12%	109

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quest Capital Management's ESGD Position: Q4 2021 in Review

Quest Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 56% in Q4 2021, buying an estimated $626K and bringing the position to 21,878 shares worth $1.74M. The position accounts for 0.3% of the portfolio, ranked #56.

Quest Capital Management first reported a position in ESGD in Q1 2020 and has held it in 8 quarters since. 496 funds tracked by Wall St. Rank hold ESGD as of Q4 2021.

Quest Capital Management held 21,878 shares of iShares ESG Aware MSCI EAFE ETF worth $1.74M as of Q4 2021.
Quest Capital Management bought 7,865 iShares ESG Aware MSCI EAFE ETF shares in Q4 2021, an estimated $626K.
iShares ESG Aware MSCI EAFE ETF made up 0.3% of Quest Capital Management's portfolio in Q4 2021, its #56 holding.
Quest Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 8 quarters since.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.