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Stuart Chaussee & Associates’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Stuart Chaussee & Associates’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
2018
Q2 		– Sell
-770
Closed -$52K – 137
2018
Q1 		$52K Hold
770
– – 0.22% 29
2017
Q4 		$52K Hold
770
– – 0.04% 35
2017
Q3 		$51K Buy
+770
New +$49.7K 0.04% 33

Other funds holding ESGD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Stuart Chaussee & Associates's ESGD Position: Q2 2018 in Review

Stuart Chaussee & Associates sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2018, closing a stake of 770 shares — an estimated $52K sold.

Stuart Chaussee & Associates first reported a position in ESGD in Q3 2017 and held it in 3 quarters. The position peaked at $52K in Q1 2018. 81 funds tracked by Wall St. Rank hold ESGD as of Q2 2018.

  • Stuart Chaussee & Associates reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2018 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 770 iShares ESG Aware MSCI EAFE ETF shares in Q2 2018, an estimated $52K.
  • Stuart Chaussee & Associates first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2017 and held it in 3 quarters.
  • Stuart Chaussee & Associates's iShares ESG Aware MSCI EAFE ETF position peaked at $52K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2018, filed 27 Jul 2018.