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

SVA 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
2020 Q4	$1.92M	Buy	26,213 +3,572	+16%	+$244K	0.17%	100
2020 Q3	$1.44M	Sell	22,641 -973	-4%	-$62.1K	0.14%	109
2020 Q2	$1.43M	Buy	23,614 +359	+2%	+$20.6K	0.15%	107
2020 Q1	$1.24M	Buy	23,255 +1,116	+5%	+$70.2K	0.14%	112
2019 Q4	$1.52M	Buy	22,139 +1,885	+9%	+$126K	0.14%	108
2019 Q3	$1.3M	Sell	20,254 -969	-5%	-$61.3K	0.13%	110
2019 Q2	$1.36M	Buy	21,223 +1,302	+7%	+$83.1K	0.13%	113
2019 Q1	$1.26M	Buy	+19,921	New	+$1.22M	0.12%	117

Other funds holding ESGD

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SVA Wealth Management's ESGD Position: Q4 2020 in Review

SVA Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q4 2020, buying an estimated $244K and bringing the position to 26,213 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #100.

SVA Wealth Management first reported a position in ESGD in Q1 2019 and has held it in 8 quarters since. 321 funds tracked by Wall St. Rank hold ESGD as of Q4 2020.

SVA Wealth Management held 26,213 shares of iShares ESG Aware MSCI EAFE ETF worth $1.92M as of Q4 2020.
SVA Wealth Management bought 3,572 iShares ESG Aware MSCI EAFE ETF shares in Q4 2020, an estimated $244K.
iShares ESG Aware MSCI EAFE ETF made up 0.17% of SVA Wealth Management's portfolio in Q4 2020, its #100 holding.
SVA Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 8 quarters since.
321 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.