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West Coast Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

West Coast Financial’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 		– Sell
-5,014
Closed -$422K – 167
2024
Q3 		$422K Hold
5,014
– – 0.05% 116
2024
Q2 		$395K Hold
5,014
– – 0.05% 110
2024
Q1 		$401K Hold
5,014
– – 0.05% 105
2023
Q4 		$379K Sell
5,014
-544
-10% -$38.5K 0.05% 108
2023
Q3 		$384K Hold
5,558
– – 0.06% 105
2023
Q2 		$405K Hold
5,558
– – 0.06% 107
2023
Q1 		$399K Buy
+5,558
New +$390K 0.06% 100

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

West Coast Financial's ESGD Position: Q4 2024 in Review

West Coast Financial sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2024, closing a stake of 5,014 shares — an estimated $422K sold.

West Coast Financial first reported a position in ESGD in Q1 2023 and held it in 7 quarters. The position peaked at $422K in Q3 2024. 609 funds tracked by Wall St. Rank hold ESGD as of Q4 2024.

  • West Coast Financial reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • West Coast Financial sold 5,014 iShares ESG Aware MSCI EAFE ETF shares in Q4 2024, an estimated $422K.
  • West Coast Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and held it in 7 quarters.
  • West Coast Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $422K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2024.

Based on West Coast Financial's 13F filing for Q4 2024, filed 15 Jan 2025.