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Tennessee Valley Asset Management Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tennessee Valley Asset Management 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
Q1 		– Sell
-5,394
Closed -$407K – 319
2023
Q4 		$407K Buy
+5,394
New +$382K 0.06% 119

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Tennessee Valley Asset Management Partners's ESGD Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2024, closing a stake of 5,394 shares — an estimated $407K sold.

Tennessee Valley Asset Management Partners first reported a position in ESGD in Q4 2023 and held it in 1 quarter. The position peaked at $407K in Q4 2023. 574 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 5,394 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $407K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $407K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.