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Ulrich Consultants & Investment Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ulrich Consultants & Investment Group’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
2023
Q2 		$886K Hold
12,155
– – 2.14% 11
2023
Q1 		$873K Hold
12,155
– – 1.82% 12
2022
Q4 		$799K Buy
12,155
+625
+5% +$39.3K 1.79% 12
2022
Q3 		$647K Buy
11,530
+615
+6% +$38.6K 0.5% 43
2022
Q2 		$685K Buy
+10,915
New +$745K 0.38% 60

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ulrich Consultants & Investment Group's ESGD Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2023 at 12,155 shares worth $886K. The position accounts for 2.14% of the portfolio, ranked #11.

Ulrich Consultants & Investment Group first reported a position in ESGD in Q2 2022 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold ESGD as of Q2 2023.

  • Ulrich Consultants & Investment Group held 12,155 shares of iShares ESG Aware MSCI EAFE ETF worth $886K as of Q2 2023.
  • Ulrich Consultants & Investment Group left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2023.
  • iShares ESG Aware MSCI EAFE ETF made up 2.14% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #11 holding.
  • Ulrich Consultants & Investment Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 5 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.