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Tyler-Stone Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Tyler-Stone Wealth 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
Q1 		– Sell
-45
Closed -$3.4K – 974
2023
Q4 		$3.4K Hold
45
– – ﹤0.01% 765
2023
Q3 		$3K Hold
45
– – ﹤0.01% 770
2023
Q2 		$3K Buy
+45
New +$3.28K ﹤0.01% 761

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's ESGD Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2024, closing a stake of 45 shares — an estimated $3.4K sold.

Tyler-Stone Wealth Management first reported a position in ESGD in Q2 2023 and held it in 3 quarters. The position peaked at $3.4K in Q4 2023. 574 funds tracked by Wall St. Rank hold ESGD as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 45 iShares ESG Aware MSCI EAFE ETF shares in Q1 2024, an estimated $3.4K.
  • Tyler-Stone Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $3.4K in Q4 2023.
  • 574 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.