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Rowland Carmichael Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Rowland Carmichael 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
2020
Q4 		$4K Sell
48
-85
-64% -$5.8K ﹤0.01% 366
2020
Q3 		$8K Sell
133
-59
-31% -$3.77K ﹤0.01% 330
2020
Q2 		$12K Buy
192
+8
+4% +$459 0.01% 319
2020
Q1 		$10K Buy
184
+23
+14% +$1.45K 0.01% 302
2019
Q4 		$11K Buy
+161
New +$10.7K ﹤0.01% 338

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rowland Carmichael Advisors's ESGD Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 64% in Q4 2020, selling an estimated $5.8K and leaving 48 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Rowland Carmichael Advisors first reported a position in ESGD in Q4 2019 and has held it in 5 quarters since. The position peaked at $12K in Q2 2020. 321 funds tracked by Wall St. Rank hold ESGD as of Q4 2020.

  • Rowland Carmichael Advisors held 48 shares of iShares ESG Aware MSCI EAFE ETF worth $4K as of Q4 2020.
  • Rowland Carmichael Advisors sold 85 iShares ESG Aware MSCI EAFE ETF shares in Q4 2020, an estimated $5.8K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #366 holding.
  • Rowland Carmichael Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 5 quarters since.
  • Rowland Carmichael Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $12K in Q2 2020.
  • 321 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.