Sargent Bickham Lagudis’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sargent Bickham Lagudis’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 Q4	$28.3K	Hold	430	–	–	﹤0.01%	542
2022 Q3	$24K	Hold	430	–	–	﹤0.01%	540
2022 Q2	$27K	Sell	430 -4	-0.9%	-$273	﹤0.01%	531
2022 Q1	$32K	Buy	434 +22	+5%	+$1.66K	﹤0.01%	533
2021 Q4	$33K	Buy	412 +4	+1%	+$318	﹤0.01%	526
2021 Q3	$32K	Buy	408 +6	+1%	+$482	﹤0.01%	528
2021 Q2	$32K	Buy	402 +12	+3%	+$955	﹤0.01%	527
2021 Q1	$30K	Buy	+390	New	+$29.4K	﹤0.01%	523
2020 Q1	–	Sell	-6,797	Closed	-$467K	–	813
2019 Q4	$467K	Hold	6,797	–	–	0.05%	148
2019 Q3	$436K	Hold	6,797	–	–	0.05%	141
2019 Q2	$437K	Hold	6,797	–	–	0.05%	146
2019 Q1	$429K	Hold	6,797	–	–	0.05%	154
2018 Q4	$390K	Buy	+6,797	New	+$413K	0.05%	151

Other funds holding ESGD

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sargent Bickham Lagudis's ESGD Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q4 2022 at 430 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Sargent Bickham Lagudis first reported a position in ESGD in Q4 2018 and has held it in 13 quarters since. The position peaked at $467K in Q4 2019. 545 funds tracked by Wall St. Rank hold ESGD as of Q4 2022.

Sargent Bickham Lagudis held 430 shares of iShares ESG Aware MSCI EAFE ETF worth $28.3K as of Q4 2022.
Sargent Bickham Lagudis left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q4 2022.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #542 holding.
Sargent Bickham Lagudis first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 13 quarters since.
Sargent Bickham Lagudis's iShares ESG Aware MSCI EAFE ETF position peaked at $467K in Q4 2019.
545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.