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Widmann Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-125
Closed -$9K – 198
2021
Q4 		$9K Buy
+125
New +$9.95K 0.01% 310

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Widmann Financial Services's ESGD Position: Q1 2022 in Review

Widmann Financial Services sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2022, closing a stake of 125 shares — an estimated $9K sold.

Widmann Financial Services first reported a position in ESGD in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q1 2022.

  • Widmann Financial Services reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 125 iShares ESG Aware MSCI EAFE ETF shares in Q1 2022, an estimated $9K.
  • Widmann Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's iShares ESG Aware MSCI EAFE ETF position peaked at $9K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.