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

Transcend Capital 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
2022
Q1 		– Sell
-2,672
Closed -$212K – 523
2021
Q4 		$212K Buy
2,672
+125
+5% +$9.95K 0.02% 449
2021
Q3 		$206K Buy
+2,547
New +$204K 0.02% 455

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Transcend Capital Advisors's ESGD Position: Q1 2022 in Review

Transcend Capital Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 2,672 shares — an estimated $212K sold.

Transcend Capital Advisors first reported a position in ESGD in Q3 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

  • Transcend Capital Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Transcend Capital Advisors sold 2,672 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $212K.
  • Transcend Capital Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2021 and held it in 2 quarters.
  • Transcend Capital Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $212K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Transcend Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.