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Wilbanks Smith & Thomas Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-1,718
Closed -$114K – 640
2018
Q3 		$114K Buy
+1,718
New +$113K 0.01% 511

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ESGD Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q4 2018, closing a stake of 1,718 shares — an estimated $114K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ESGD in Q3 2018 and held it in 1 quarter. The position peaked at $114K in Q3 2018. 122 funds tracked by Wall St. Rank hold ESGD as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,718 iShares ESG Aware MSCI EAFE ETF shares in Q4 2018, an estimated $114K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $114K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.