SFSG
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Stearns Financial Services Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stearns Financial Services Group’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
Q3 		$796K Buy
12,539
+1,263
+11% +$80.6K 0.12% 76
2020
Q2 		$683K Buy
11,276
+283
+3% +$16.2K 0.11% 76
2020
Q1 		$584K Sell
10,993
-3,740
-25% -$235K 0.1% 83
2019
Q4 		$1.01M Buy
14,733
+104
+0.7% +$6.93K 0.17% 59
2019
Q3 		$938K Sell
14,629
-4,248
-23% -$269K 0.17% 59
2019
Q2 		$1.21M Buy
18,877
+739
+4% +$47.2K 0.22% 49
2019
Q1 		$1.15M Sell
18,138
-1,701
-9% -$104K 0.22% 52
2018
Q4 		$1.14M Buy
19,839
+5,628
+40% +$342K 0.23% 52
2018
Q3 		$941K Buy
+14,211
New +$933K 0.21% 57

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 $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return