RWB
ESGD icon

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

RMR Wealth Builders’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
-25
Closed -$2K – 334
2021
Q1 		$2K Buy
+25
New +$1.88K ﹤0.01% 729

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 $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RMR Wealth Builders's ESGD Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2021, closing a stake of 25 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in ESGD in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 382 funds tracked by Wall St. Rank hold ESGD as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 25 iShares ESG Aware MSCI EAFE ETF shares in Q2 2021, an estimated $2K.
  • RMR Wealth Builders first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares ESG Aware MSCI EAFE ETF position peaked at $2K in Q1 2021.
  • 382 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.