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Simon Quick Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Simon Quick 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
2023
Q4 		– Sell
-3,123
Closed -$216K – 352
2023
Q3 		$216K Sell
3,123
-587
-16% -$42.3K 0.02% 293
2023
Q2 		$271K Sell
3,710
-984
-21% -$71.8K 0.03% 222
2023
Q1 		$337K Buy
4,694
+7
+0.1% +$491 0.04% 194
2022
Q4 		$308K Sell
4,687
-279
-6% -$17.5K 0.04% 174
2022
Q3 		$279K Hold
4,966
– – 0.04% 154
2022
Q2 		$325K Buy
+4,966
New +$339K 0.04% 136

Other funds holding ESGD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Simon Quick Advisors's ESGD Position: Q4 2023 in Review

Simon Quick Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2023, closing a stake of 3,123 shares — an estimated $216K sold.

Simon Quick Advisors first reported a position in ESGD in Q2 2022 and held it in 6 quarters. The position peaked at $337K in Q1 2023. 576 funds tracked by Wall St. Rank hold ESGD as of Q4 2023.

  • Simon Quick Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Simon Quick Advisors sold 3,123 iShares ESG Aware MSCI EAFE ETF shares in Q4 2023, an estimated $216K.
  • Simon Quick Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 6 quarters.
  • Simon Quick Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $337K in Q1 2023.
  • 576 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2023.

Based on Simon Quick Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.