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REDW Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

REDW Wealth’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
Q4 		– Sell
-17,559
Closed -$1.48M – 119
2024
Q3 		$1.48M Hold
17,559
– – 0.38% 44
2024
Q2 		$1.38M Buy
17,559
+8
+0% +$635 0.36% 43
2024
Q1 		$1.4M Buy
17,551
+1,339
+8% +$103K 0.38% 38
2023
Q4 		$1.22M Buy
16,212
+625
+4% +$44.3K 0.35% 43
2023
Q3 		$1.08M Buy
15,587
+296
+2% +$21.3K 0.33% 44
2023
Q2 		$1.12M Buy
15,291
+1,197
+8% +$87.3K 0.33% 43
2023
Q1 		$1.01M Buy
14,094
+181
+1% +$12.7K 0.32% 44
2022
Q4 		$915K Buy
13,913
+4,504
+48% +$283K 0.32% 43
2022
Q3 		$528K Buy
9,409
+38
+0.4% +$2.38K 0.2% 64
2022
Q2 		$588K Buy
9,371
+43
+0.5% +$2.94K 0.22% 54
2022
Q1 		$688K Sell
9,328
-370
-4% -$27.9K 0.2% 50
2021
Q4 		$771K Buy
9,698
+783
+9% +$62.3K 0.22% 43
2021
Q3 		$699K Hold
8,915
– – 0.22% 45
2021
Q2 		$705K Hold
8,915
– – 0.22% 44
2021
Q1 		$677K Buy
8,915
+1,395
+19% +$105K 0.23% 45
2020
Q4 		$549K Sell
7,520
-1,453
-16% -$99.2K 0.2% 49
2020
Q3 		$570K Hold
8,973
– – 0.24% 42
2020
Q2 		$544K Buy
8,973
+230
+3% +$13.2K 0.27% 41
2020
Q1 		$465K Buy
+8,743
New +$550K 0.29% 36

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

REDW Wealth's ESGD Position: Q4 2024 in Review

REDW Wealth sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024, closing a stake of 17,559 shares — an estimated $1.48M sold.

REDW Wealth first reported a position in ESGD in Q1 2020 and held it in 19 quarters. The position peaked at $1.48M in Q3 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

  • REDW Wealth reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 17,559 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $1.48M.
  • REDW Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and held it in 19 quarters.
  • REDW Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $1.48M in Q3 2024.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.