Unionview LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Unionview LLC’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	$325K	Buy	4,265 +43	+1%	+$3.42K	0.24%	61
2024 Q3	$355K	Hold	4,222	–	–	0.28%	56
2024 Q2	$333K	Buy	4,222 +17	+0.4%	+$1.35K	0.27%	56
2024 Q1	$336K	Hold	4,205	–	–	0.28%	57
2023 Q4	$318K	Sell	4,205 -346	-8%	-$24.5K	0.29%	57
2023 Q3	$315K	Sell	4,551 -96	-2%	-$6.91K	0.3%	56
2023 Q2	$339K	Buy	4,647 +538	+13%	+$39.2K	0.31%	55
2023 Q1	$295K	Buy	4,109 +22	+0.5%	+$1.54K	0.28%	63
2022 Q4	$269K	Buy	4,087 +24	+0.6%	+$1.51K	0.27%	63
2022 Q3	$228K	Buy	4,063 +448	+12%	+$28.1K	0.26%	67
2022 Q2	$227K	Buy	+3,615	New	+$247K	0.25%	71

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

Unionview LLC's ESGD Position: Q4 2024 in Review

Unionview LLC increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1% in Q4 2024, buying an estimated $3.42K and bringing the position to 4,265 shares worth $325K. The position accounts for 0.24% of the portfolio, ranked #61.

Unionview LLC first reported a position in ESGD in Q2 2022 and has held it in 11 quarters since. The position peaked at $355K in Q3 2024. 608 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

Unionview LLC held 4,265 shares of iShares ESG Aware MSCI EAFE ETF worth $325K as of Q4 2024.
Unionview LLC bought 43 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $3.42K.
iShares ESG Aware MSCI EAFE ETF made up 0.24% of Unionview LLC's portfolio in Q4 2024, its #61 holding.
Unionview LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 11 quarters since.
Unionview LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $355K in Q3 2024.
608 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.