TF
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Tompkins Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tompkins Financial’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
2022
Q2 		– Sell
-233
Closed -$17K – 590
2022
Q1 		$17K Hold
233
– – ﹤0.01% 443
2021
Q4 		$19K Buy
+233
New +$18.6K ﹤0.01% 267

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tompkins Financial's ESGD Position: Q2 2022 in Review

Tompkins Financial sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2022, closing a stake of 233 shares — an estimated $17K sold.

Tompkins Financial first reported a position in ESGD in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 499 funds tracked by Wall St. Rank hold ESGD as of Q2 2022.

  • Tompkins Financial reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Tompkins Financial sold 233 iShares ESG Aware MSCI EAFE ETF shares in Q2 2022, an estimated $17K.
  • Tompkins Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
  • Tompkins Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $19K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2022.

Based on Tompkins Financial's 13F filing for Q2 2022, filed 14 Jul 2022.