TAIM
ESGD icon

TD Ameritrade Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-138,633
Closed -$10.1M – 144
2023
Q2 		$10.1M Sell
138,633
-16,173
-10% -$1.18M 0.11% 69
2023
Q1 		$11.1M Sell
154,806
-20,296
-12% -$1.42M 0.11% 69
2022
Q4 		$11.5M Sell
175,102
-20,434
-10% -$1.28M 0.12% 67
2022
Q3 		$11M Buy
195,536
+8,421
+5% +$528K 0.11% 69
2022
Q2 		$11.7M Sell
187,115
-10,262
-5% -$700K 0.1% 72
2022
Q1 		$14.6M Sell
197,377
-5,850
-3% -$441K 0.11% 69
2021
Q4 		$16.1M Buy
203,227
+86,307
+74% +$6.87M 0.11% 65
2021
Q3 		$7.42M Sell
116,920
-72,244
-38% -$5.8M 0.06% 75
2021
Q2 		$14.9M Buy
189,164
+44,552
+31% +$3.55M 0.11% 65
2021
Q1 		$10.6M Hold
144,612
– – 0.08% 72
2020
Q4 		$10.6M Buy
144,612
+27,692
+24% +$1.89M 0.08% 72
2020
Q3 		$7.42M Buy
116,920
+16,042
+16% +$1.02M 0.06% 75
2020
Q2 		$6.11M Buy
100,878
+13,170
+15% +$756K 0.05% 80
2020
Q1 		$4.66M Buy
87,708
+15,685
+22% +$987K 0.04% 84
2019
Q4 		$4.95M Buy
72,023
+14,960
+26% +$997K 0.04% 82
2019
Q3 		$3.66M Buy
57,063
+10,244
+22% +$648K 0.03% 84
2019
Q2 		$3.01M Buy
46,819
+8,855
+23% +$565K 0.02% 85
2019
Q1 		$2.4M Buy
37,964
+13,739
+57% +$843K 0.02% 92
2018
Q4 		$1.39M Buy
24,225
+12,871
+113% +$782K 0.01% 94
2018
Q3 		$752K Buy
+11,354
New +$746K 0.01% 95
2018
Q2 		– Sell
-237
Closed -$16K – 466
2018
Q1 		$16K Buy
+237
New +$16.3K ﹤0.01% 109

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Ameritrade Investment Management's ESGD Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2023, closing a stake of 138,633 shares — an estimated $10.1M sold.

TD Ameritrade Investment Management first reported a position in ESGD in Q1 2018 and held it in 21 quarters. The position peaked at $16.1M in Q4 2021. 555 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 138,633 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $10.1M.
  • TD Ameritrade Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's iShares ESG Aware MSCI EAFE ETF position peaked at $16.1M in Q4 2021.
  • 555 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.