tru Independence’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

tru Independence’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	-2,718	Closed	-$216K	–	210
2021 Q4	$216K	Hold	2,718	–	–	0.06%	137
2021 Q3	$212K	Buy	+2,718	New	+$218K	0.06%	138
2021 Q2	–	Sell	-2,718	Closed	-$211K	–	303
2021 Q1	$211K	Sell	2,718 -727	-21%	-$54.7K	0.04%	239
2020 Q4	$252K	Buy	+3,445	New	+$235K	0.46%	30
2020 Q3	–	Sell	-3,445	Closed	-$208	–	491
2020 Q2	$208	Buy	+3,445	New	+$198K	0.03%	247

Other funds holding ESGD

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

tru Independence's ESGD Position: Q1 2022 in Review

tru Independence sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 2,718 shares — an estimated $216K sold.

tru Independence first reported a position in ESGD in Q2 2020 and held it in 5 quarters. The position peaked at $252K in Q4 2020. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

tru Independence reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
tru Independence sold 2,718 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $216K.
tru Independence first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and held it in 5 quarters.
tru Independence's iShares ESG Aware MSCI EAFE ETF position peaked at $252K in Q4 2020.
483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on tru Independence's 13F filing for Q1 2022, filed 28 Apr 2022.