Twin Focus Capital Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Twin Focus Capital Partners’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 Q1	–	Sell	-3,250	Closed	-$246K	–	151
2023 Q4	$246K	Hold	3,250	–	–	0.05%	134
2023 Q3	$225K	Hold	3,250	–	–	0.05%	146
2023 Q2	$237K	Hold	3,250	–	–	0.05%	193
2023 Q1	$233K	Hold	3,250	–	–	0.05%	195
2022 Q4	$214K	Sell	3,250 -350	-10%	-$22K	0.04%	204
2022 Q3	$202K	Hold	3,600	–	–	0.05%	189
2022 Q2	$226K	Hold	3,600	–	–	0.05%	181
2022 Q1	$265K	Buy	3,600 +350	+11%	+$26.4K	0.05%	180
2021 Q4	$258K	Buy	+3,250	New	+$259K	0.05%	187

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Twin Focus Capital Partners's ESGD Position: Q1 2024 in Review

Twin Focus Capital Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2024, closing a stake of 3,250 shares — an estimated $246K sold.

Twin Focus Capital Partners first reported a position in ESGD in Q4 2021 and held it in 9 quarters. The position peaked at $265K in Q1 2022. 574 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

Twin Focus Capital Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Twin Focus Capital Partners sold 3,250 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $246K.
Twin Focus Capital Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 9 quarters.
Twin Focus Capital Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $265K in Q1 2022.
574 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on Twin Focus Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.