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Reilly Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Reilly Financial Advisors’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 		$59K Hold
740
– – ﹤0.01% 376
2021
Q3 		$58K Hold
740
– – ﹤0.01% 354
2021
Q2 		$58K Hold
740
– – ﹤0.01% 352
2021
Q1 		$56K Hold
740
– – ﹤0.01% 344
2020
Q4 		$54K Hold
740
– – 0.01% 323
2020
Q3 		$47K Buy
+740
New +$47.2K 0.01% 310

Other funds holding ESGD

Bank of America
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
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Reilly Financial Advisors's ESGD Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q4 2021 at 740 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Reilly Financial Advisors first reported a position in ESGD in Q3 2020 and has held it in 6 quarters since. 497 funds tracked by Wall St. Rank hold ESGD as of Q4 2021.

  • Reilly Financial Advisors held 740 shares of iShares ESG Aware MSCI EAFE ETF worth $59K as of Q4 2021.
  • Reilly Financial Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q4 2021.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #376 holding.
  • Reilly Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 6 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.