Silicon Hills Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Silicon Hills Wealth Management’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 Q2	–	Sell	-7,202	Closed	-$531K	–	101
2022 Q1	$531K	Buy	7,202 +158	+2%	+$11.9K	0.34%	65
2021 Q4	$560K	Sell	7,044 -9,389	-57%	-$748K	0.35%	70
2021 Q3	$1.29M	Sell	16,433 -2,903	-15%	-$233K	0.88%	34
2021 Q2	$1.53M	Buy	19,336 +4,996	+35%	+$398K	1.19%	24
2021 Q1	$1.09M	Sell	14,340 -1,986	-12%	-$150K	0.98%	32
2020 Q4	$1.19M	Sell	16,326 -111	-0.7%	-$7.58K	1.08%	26
2020 Q3	$1.04M	Sell	16,437 -1,236	-7%	-$78.9K	1.08%	24
2020 Q2	$1.07M	Sell	17,673 -607	-3%	-$34.8K	1.28%	19
2020 Q1	$972K	Buy	18,280 +18,278	+913,900%	+$1.15M	1.29%	21
2019 Q4	$41	Buy	+2	New	+$133	0.03%	138

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

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

Silicon Hills Wealth Management's ESGD Position: Q2 2022 in Review

Silicon Hills Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2022, closing a stake of 7,202 shares — an estimated $531K sold.

Silicon Hills Wealth Management first reported a position in ESGD in Q4 2019 and held it in 10 quarters. The position peaked at $1.53M in Q2 2021. 499 funds tracked by Wall St. Rank hold ESGD as of Q2 2022.

Silicon Hills Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 7,202 iShares ESG Aware MSCI EAFE ETF shares in Q2 2022, an estimated $531K.
Silicon Hills Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and held it in 10 quarters.
Silicon Hills Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $1.53M in Q2 2021.
499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.