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

Regis Management Company’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
2022
Q2 		– Sell
-3,075
Closed -$227K – 59
2022
Q1 		$227K Buy
+3,075
New +$232K 0.04% 62

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Regis Management Company's ESGD Position: Q2 2022 in Review

Regis Management Company sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2022, closing a stake of 3,075 shares — an estimated $227K sold.

Regis Management Company first reported a position in ESGD in Q1 2022 and held it in 1 quarter. The position peaked at $227K in Q1 2022. 499 funds tracked by Wall St. Rank hold ESGD as of Q2 2022.

  • Regis Management Company reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Regis Management Company sold 3,075 iShares ESG Aware MSCI EAFE ETF shares in Q2 2022, an estimated $227K.
  • Regis Management Company first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and held it in 1 quarter.
  • Regis Management Company's iShares ESG Aware MSCI EAFE ETF position peaked at $227K in Q1 2022.
  • 499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2022.

Based on Regis Management Company's 13F filing for Q2 2022, filed 26 Jul 2022.