Tucker Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tucker Asset Management’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
2024 Q4	–	Sell	-10	Closed	-$842	–	1562
2024 Q3	$842	Buy	+10	New	+$808	﹤0.01%	1300
2024 Q2	–	Sell	-26	Closed	-$2.08K	–	1713
2024 Q1	$2.08K	Hold	26	–	–	﹤0.01%	1302
2023 Q4	$1.96K	Hold	26	–	–	﹤0.01%	1125
2023 Q3	$1.8K	Hold	26	–	–	﹤0.01%	1062
2023 Q2	$1.9K	Hold	26	–	–	﹤0.01%	868
2023 Q1	$1.87K	Hold	26	–	–	﹤0.01%	906
2022 Q4	$1.73K	Buy	+26	New	+$1.63K	﹤0.01%	577
2022 Q3	–	Sell	-170	Closed	-$10.7K	–	885
2022 Q2	$10.7K	Buy	+170	New	+$11.6K	﹤0.01%	239

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tucker Asset Management's ESGD Position: Q4 2024 in Review

Tucker Asset Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024, closing a stake of 10 shares — an estimated $842 sold.

Tucker Asset Management first reported a position in ESGD in Q2 2022 and held it in 8 quarters. The position peaked at $10.7K in Q2 2022. 607 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

Tucker Asset Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Tucker Asset Management sold 10 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $842.
Tucker Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and held it in 8 quarters.
Tucker Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $10.7K in Q2 2022.
607 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on Tucker Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.