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West Wealth Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

West Wealth 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
Q3 		– Sell
-3,103
Closed -$226K – 77
2023
Q2 		$226K Buy
3,103
+6
+0.2% +$438 0.1% 63
2023
Q1 		$222K Buy
+3,097
New +$217K 0.1% 59
2022
Q1 		– Sell
-4,790
Closed -$380K – 66
2021
Q4 		$380K Buy
+4,790
New +$381K 0.14% 37

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Wealth Group's ESGD Position: Q3 2023 in Review

West Wealth Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2023, closing a stake of 3,103 shares — an estimated $226K sold.

West Wealth Group first reported a position in ESGD in Q4 2021 and held it in 3 quarters. The position peaked at $380K in Q4 2021. 553 funds tracked by Wall St. Rank hold ESGD as of Q3 2023.

  • West Wealth Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • West Wealth Group sold 3,103 iShares ESG Aware MSCI EAFE ETF shares in Q3 2023, an estimated $226K.
  • West Wealth Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 3 quarters.
  • West Wealth Group's iShares ESG Aware MSCI EAFE ETF position peaked at $380K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2023.

Based on West Wealth Group's 13F filing for Q3 2023, filed 6 Oct 2023.