RA
ESGD icon

Regis Acquisition’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Regis Acquisition’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 		$375K Buy
4,758
+618
+15% +$49.1K 0.23% 28
2024
Q1 		$331K Hold
4,140
– – 0.2% 28
2023
Q4 		$313K Buy
+4,140
New +$293K 0.12% 33

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

Regis Acquisition's ESGD Position: Q2 2024 in Review

Regis Acquisition increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 15% in Q2 2024, buying an estimated $49.1K and bringing the position to 4,758 shares worth $375K. The position accounts for 0.23% of the portfolio, ranked #28.

Regis Acquisition first reported a position in ESGD in Q4 2023 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • Regis Acquisition held 4,758 shares of iShares ESG Aware MSCI EAFE ETF worth $375K as of Q2 2024.
  • Regis Acquisition bought 618 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $49.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.23% of Regis Acquisition's portfolio in Q2 2024, its #28 holding.
  • Regis Acquisition first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on Regis Acquisition's 13F filing for Q2 2024, filed 14 Aug 2024.