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Tri-Star Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tri-Star 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
2020
Q3 		– Sell
-5,426
Closed -$343K – 52
2020
Q2 		$343K Buy
+5,426
New +$312K 0.23% 44

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Tri-Star Advisors's ESGD Position: Q3 2020 in Review

Tri-Star Advisors sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2020, closing a stake of 5,426 shares — an estimated $343K sold.

Tri-Star Advisors first reported a position in ESGD in Q2 2020 and held it in 1 quarter. The position peaked at $343K in Q2 2020. 266 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

  • Tri-Star Advisors reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2020 after selling out during the quarter.
  • Tri-Star Advisors sold 5,426 iShares ESG Aware MSCI EAFE ETF shares in Q3 2020, an estimated $343K.
  • Tri-Star Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and held it in 1 quarter.
  • Tri-Star Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $343K in Q2 2020.
  • 266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

Based on Tri-Star Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.