Sterling Investment Advisors (Pennsylvania)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-1,500	Closed	-$94K	–	238
2022 Q2	$94K	Hold	1,500	–	–	0.03%	186
2022 Q1	$111K	Hold	1,500	–	–	0.03%	182
2021 Q4	$119K	Hold	1,500	–	–	0.03%	176
2021 Q3	$118K	Hold	1,500	–	–	0.04%	181
2021 Q2	$119K	Hold	1,500	–	–	0.03%	183
2021 Q1	$114K	Hold	1,500	–	–	0.04%	175
2020 Q4	$110K	Hold	1,500	–	–	0.04%	170
2020 Q3	$95K	Sell	1,500 -623	-29%	-$39.8K	0.04%	166
2020 Q2	$128K	Hold	2,123	–	–	0.05%	146
2020 Q1	$112K	Hold	2,123	–	–	0.06%	139
2019 Q4	$145K	Hold	2,123	–	–	0.07%	132
2019 Q3	$136K	Sell	2,123 -800	-27%	-$50.6K	0.07%	132
2019 Q2	$188K	Hold	2,923	–	–	0.1%	118
2019 Q1	$185K	Hold	2,923	–	–	0.09%	120
2018 Q4	$167K	Hold	2,923	–	–	0.1%	119
2018 Q3	$194K	Hold	2,923	–	–	0.1%	116
2018 Q2	$190K	Hold	2,923	–	–	0.11%	111
2018 Q1	$197K	Hold	2,923	–	–	0.12%	109
2017 Q4	$198K	Hold	2,923	–	–	0.12%	109
2017 Q3	$194K	Hold	2,923	–	–	0.13%	107
2017 Q2	$183K	Hold	2,923	–	–	0.12%	107
2017 Q1	$176K	Buy	+2,923	New	+$170K	0.13%	103

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

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

Sterling Investment Advisors (Pennsylvania)'s ESGD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2022, closing a stake of 1,500 shares — an estimated $94K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ESGD in Q1 2017 and held it in 22 quarters. The position peaked at $198K in Q4 2017. 496 funds tracked by Wall St. Rank hold ESGD as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 1,500 iShares ESG Aware MSCI EAFE ETF shares in Q3 2022, an estimated $94K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2017 and held it in 22 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares ESG Aware MSCI EAFE ETF position peaked at $198K in Q4 2017.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.