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Tillar-Wenstrup Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tillar-Wenstrup 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
Q1 		– Sell
-9,631
Closed -$633K – 10
2022
Q4 		$633K Buy
9,631
+405
+4% +$25.4K 0.31% 35
2022
Q3 		$518K Sell
9,226
-87,703
-90% -$5.5M 0.26% 37
2022
Q2 		$6.08M Sell
96,929
-1,418
-1% -$96.8K 3.04% 12
2022
Q1 		$7.25M Sell
98,347
-6,096
-6% -$459K 3.47% 12
2021
Q4 		$8.3M Sell
104,443
-84
-0.1% -$6.69K 3.91% 10
2021
Q3 		$8.19M Sell
104,527
-1,434
-1% -$115K 3.79% 10
2021
Q2 		$8.37M Buy
105,961
+977
+0.9% +$77.8K 3.81% 12
2021
Q1 		$7.97M Buy
104,984
+3,370
+3% +$254K 3.89% 13
2020
Q4 		$7.42M Buy
101,614
+472
+0.5% +$32.2K 3.84% 12
2020
Q3 		$6.42M Buy
101,142
+1,881
+2% +$120K 3.72% 14
2020
Q2 		$6.01M Buy
+99,261
New +$5.7M 3.64% 14

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tillar-Wenstrup Advisors's ESGD Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2023, closing a stake of 9,631 shares — an estimated $633K sold.

Tillar-Wenstrup Advisors first reported a position in ESGD in Q2 2020 and held it in 11 quarters. The position peaked at $8.37M in Q2 2021. 545 funds tracked by Wall St. Rank hold ESGD as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 9,631 iShares ESG Aware MSCI EAFE ETF shares in Q1 2023, an estimated $633K.
  • Tillar-Wenstrup Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and held it in 11 quarters.
  • Tillar-Wenstrup Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $8.37M in Q2 2021.
  • 545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.