Ten Capital Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-54	Closed	-$3.88K	–	286
2023 Q1	$3.88K	Hold	54	–	–	﹤0.01%	434
2022 Q4	$3.55K	Hold	54	–	–	﹤0.01%	409
2022 Q3	$3K	Hold	54	–	–	﹤0.01%	453
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	365
2022 Q1	$4K	Hold	54	–	–	﹤0.01%	391
2021 Q4	$4K	Hold	54	–	–	﹤0.01%	387
2021 Q3	$4K	Hold	54	–	–	﹤0.01%	333
2021 Q2	$4K	Hold	54	–	–	﹤0.01%	383
2021 Q1	$4K	Buy	+54	New	+$4.07K	﹤0.01%	308

Other funds holding ESGD

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

Ten Capital Wealth Advisors's ESGD Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2023, closing a stake of 54 shares — an estimated $3.88K sold.

Ten Capital Wealth Advisors first reported a position in ESGD in Q1 2021 and held it in 9 quarters. The position peaked at $4K in Q1 2022. 562 funds tracked by Wall St. Rank hold ESGD as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 54 iShares ESG Aware MSCI EAFE ETF shares in Q2 2023, an estimated $3.88K.
Ten Capital Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 9 quarters.
Ten Capital Wealth Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $4K in Q1 2022.
562 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.