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RPG Investment Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

RPG Investment Advisory’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 		– Sell
-150
Closed -$12K – 161
2021
Q3 		$12K Hold
150
– – ﹤0.01% 204
2021
Q2 		$12K Hold
150
– – ﹤0.01% 207
2021
Q1 		$11K Buy
+150
New +$11.3K ﹤0.01% 208

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
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

RPG Investment Advisory's ESGD Position: Q4 2021 in Review

RPG Investment Advisory sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2021, closing a stake of 150 shares — an estimated $12K sold.

RPG Investment Advisory first reported a position in ESGD in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 496 funds tracked by Wall St. Rank hold ESGD as of Q4 2021.

  • RPG Investment Advisory reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • RPG Investment Advisory sold 150 iShares ESG Aware MSCI EAFE ETF shares in Q4 2021, an estimated $12K.
  • RPG Investment Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 3 quarters.
  • RPG Investment Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $12K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.