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Stonebridge Financial Planning Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-675
Closed -$51K – 181
2021
Q4 		$51K Hold
675
– – 0.03% 217
2021
Q3 		$56K Hold
675
– – 0.03% 209
2021
Q2 		$54K Hold
675
– – 0.03% 203
2021
Q1 		$52K Buy
+675
New +$50.8K 0.03% 208

Other funds holding ESGD

Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stonebridge Financial Planning Group's ESGD Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 675 shares — an estimated $51K sold.

Stonebridge Financial Planning Group first reported a position in ESGD in Q1 2021 and held it in 4 quarters. The position peaked at $56K in Q3 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 675 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $51K.
  • Stonebridge Financial Planning Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's iShares ESG Aware MSCI EAFE ETF position peaked at $56K in Q3 2021.
  • 483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.