Wealthcare Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-1,627	Closed	-$123K	–	262
2021 Q1	$123K	Buy	+1,627	New	+$123K	0.01%	94
2020 Q2	–	Sell	-1,444	Closed	-$77K	–	112
2020 Q1	$77K	Buy	1,444 +135	+10%	+$8.49K	0.01%	77
2019 Q4	$90K	Buy	+1,309	New	+$87.2K	0.01%	82

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

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Capital Management's ESGD Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2021, closing a stake of 1,627 shares — an estimated $123K sold.

Wealthcare Capital Management first reported a position in ESGD in Q4 2019 and held it in 3 quarters. The position peaked at $123K in Q1 2021. 382 funds tracked by Wall St. Rank hold ESGD as of Q2 2021.

Wealthcare Capital Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 1,627 iShares ESG Aware MSCI EAFE ETF shares in Q2 2021, an estimated $123K.
Wealthcare Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and held it in 3 quarters.
Wealthcare Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $123K in Q1 2021.
382 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.