Sugarloaf Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Sugarloaf Wealth Management’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
2024 Q1	–	Sell	-822	Closed	-$62.1K	–	691
2023 Q4	$62.1K	Hold	822	–	–	0.02%	264
2023 Q3	$56.8K	Sell	822 -529	-39%	-$38.1K	0.01%	272
2023 Q2	$98.5K	Hold	1,351	–	–	0.02%	208
2023 Q1	$97.1K	Buy	1,351 +169	+14%	+$11.9K	0.02%	202
2022 Q4	$77.7K	Hold	1,182	–	–	0.02%	225
2022 Q3	$67K	Sell	1,182 -920	-44%	-$57.7K	0.02%	249
2022 Q2	$132K	Hold	2,102	–	–	0.03%	161
2022 Q1	$155K	Hold	2,102	–	–	0.04%	149
2021 Q4	$167K	Hold	2,102	–	–	0.04%	142
2021 Q3	$165K	Hold	2,102	–	–	0.04%	143
2021 Q2	$166K	Buy	2,102 +1,368	+186%	+$109K	0.05%	141
2021 Q1	$139	Sell	734 -1,094	-60%	-$82.4K	0.04%	151
2020 Q4	$134K	Buy	+1,828	New	+$125K	0.04%	146

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sugarloaf Wealth Management's ESGD Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2024, closing a stake of 822 shares — an estimated $62.1K sold.

Sugarloaf Wealth Management first reported a position in ESGD in Q4 2020 and held it in 13 quarters. The position peaked at $167K in Q4 2021. 574 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

Sugarloaf Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 822 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $62.1K.
Sugarloaf Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
Sugarloaf Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $167K in Q4 2021.
574 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.