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SWS Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

SWS Partners’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
Q4 		– Sell
-2,814
Closed -$237K – 119
2024
Q3 		$237K Buy
2,814
+236
+9% +$19.1K 0.08% 115
2024
Q2 		$203K Sell
2,578
-190
-7% -$15.1K 0.06% 114
2024
Q1 		$221K Buy
+2,768
New +$212K 0.07% 113

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWS Partners's ESGD Position: Q4 2024 in Review

SWS Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024, closing a stake of 2,814 shares — an estimated $237K sold.

SWS Partners first reported a position in ESGD in Q1 2024 and held it in 3 quarters. The position peaked at $237K in Q3 2024. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

  • SWS Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • SWS Partners sold 2,814 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $237K.
  • SWS Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and held it in 3 quarters.
  • SWS Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $237K in Q3 2024.
  • 607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on SWS Partners's 13F filing for Q4 2024, filed 6 Feb 2025.