Urban Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Urban 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
2022 Q2	$70K	Buy	+1,122	New	+$76.6K	0.24%	79

Other funds holding ESGD

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Urban Wealth Management's ESGD Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2022: 1,122 shares worth $70K. The stake represents 0.24% of the portfolio and ranks #79 among its holdings.

499 funds tracked by Wall St. Rank hold ESGD as of Q2 2022.

Urban Wealth Management held 1,122 shares of iShares ESG Aware MSCI EAFE ETF worth $70K as of Q2 2022.
iShares ESG Aware MSCI EAFE ETF was a new Urban Wealth Management position in Q2 2022.
iShares ESG Aware MSCI EAFE ETF made up 0.24% of Urban Wealth Management's portfolio in Q2 2022, its #79 holding.
499 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.