Tiedemann Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tiedemann 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 Q3	$14.7M	Buy	212,411 +35,433	+20%	+$2.55M	0.63%	21
2023 Q2	$12.9M	Buy	176,978 +68,388	+63%	+$4.99M	0.55%	24
2023 Q1	$7.8M	Buy	108,590 +52,882	+95%	+$3.71M	0.35%	36
2022 Q4	$3.66M	Buy	55,708 +6,526	+13%	+$410K	0.18%	51
2022 Q3	$2.76M	Buy	49,182 +5,601	+13%	+$351K	0.17%	62
2022 Q2	$2.73M	Sell	43,581 -34,079	-44%	-$2.33M	0.21%	58
2022 Q1	$5.73M	Buy	77,660 +31,697	+69%	+$2.39M	0.29%	44
2021 Q4	$3.65M	Buy	45,963 +2,635	+6%	+$210K	0.18%	64
2021 Q3	$3.4M	Sell	43,328 -2,517	-5%	-$202K	0.18%	64
2021 Q2	$3.62M	Buy	45,845 +1,910	+4%	+$152K	0.15%	74
2021 Q1	$3.34M	Buy	43,935 +4,188	+11%	+$315K	0.15%	71
2020 Q4	$2.9M	Sell	39,747 -5,047	-11%	-$345K	0.14%	75
2020 Q3	$2.84M	Sell	44,794 -87,440	-66%	-$5.58M	0.14%	101
2020 Q2	$8.01M	Buy	132,234 +92,177	+230%	+$5.29M	0.43%	38
2020 Q1	$2.13M	Buy	40,057 +31,575	+372%	+$1.99M	0.14%	101
2019 Q4	$583K	Buy	8,482 +1,087	+15%	+$72.4K	0.03%	199
2019 Q3	$475K	Buy	+7,395	New	+$468K	0.02%	220
2019 Q1	–	Sell	-17,953	Closed	-$1.03M	–	446
2018 Q4	$1.03M	Buy	+17,953	New	+$1.09M	0.05%	204

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Advisors's ESGD Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 20% in Q3 2023, buying an estimated $2.55M and bringing the position to 212,411 shares worth $14.7M. The position accounts for 0.63% of the portfolio, ranked #21.

Tiedemann Advisors first reported a position in ESGD in Q4 2018 and has held it in 18 quarters since. 553 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

Tiedemann Advisors held 212,411 shares of iShares ESG Aware MSCI EAFE ETF worth $14.7M as of Q3 2023.
Tiedemann Advisors bought 35,433 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $2.55M.
iShares ESG Aware MSCI EAFE ETF made up 0.63% of Tiedemann Advisors's portfolio in Q3 2023, its #21 holding.
Tiedemann Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 18 quarters since.
553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.