TWP
ESGD icon

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

TFO Wealth 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
Q2 		– Sell
-171
Closed -$13.7K – 274
2024
Q1 		$13.7K Sell
171
-81
-32% -$6.21K ﹤0.01% 84
2023
Q4 		$19K Buy
252
+162
+180% +$11.5K ﹤0.01% 81
2023
Q3 		$6.56K Hold
90
– – ﹤0.01% 174
2023
Q2 		$6.56K Hold
90
– – ﹤0.01% 164
2023
Q1 		$6.47K Sell
90
-171
-66% -$12K ﹤0.01% 125
2022
Q4 		$22.1K Buy
+261
New +$16.4K 0.01% 80

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFO Wealth Partners's ESGD Position: Q2 2024 in Review

TFO Wealth Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2024, closing a stake of 171 shares — an estimated $13.7K sold.

TFO Wealth Partners first reported a position in ESGD in Q4 2022 and held it in 6 quarters. The position peaked at $22.1K in Q4 2022. 581 funds tracked by Wall St. Rank hold ESGD as of Q2 2024.

  • TFO Wealth Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 171 iShares ESG Aware MSCI EAFE ETF shares in Q2 2024, an estimated $13.7K.
  • TFO Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $22.1K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.