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

Regal Wealth 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
2021 Q2	–	Sell	-181	Closed	-$14K	–	115
2021 Q1	$14K	Hold	181	–	–	0.01%	162
2020 Q4	$13K	Hold	181	–	–	0.01%	150
2020 Q3	$11K	Hold	181	–	–	0.01%	142
2020 Q2	$11K	Hold	181	–	–	0.01%	143
2020 Q1	$10K	Hold	181	–	–	0.01%	123
2019 Q4	$12K	Hold	181	–	–	0.01%	143
2019 Q3	$12K	Buy	+181	New	+$11.4K	0.01%	116

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

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

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

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

Regal Wealth Group's ESGD Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2021, closing a stake of 181 shares — an estimated $14K sold.

Regal Wealth Group first reported a position in ESGD in Q3 2019 and held it in 7 quarters. The position peaked at $14K in Q1 2021. 382 funds tracked by Wall St. Rank hold ESGD as of Q2 2021.

Regal Wealth Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 181 iShares ESG Aware MSCI EAFE ETF shares in Q2 2021, an estimated $14K.
Regal Wealth Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and held it in 7 quarters.
Regal Wealth Group's iShares ESG Aware MSCI EAFE ETF position peaked at $14K in Q1 2021.
382 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.