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Wipfli Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wipfli Financial Advisors’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
Q3 		$95K Sell
1,695
-8,374
-83% -$525K 0.01% 749
2022
Q2 		$632K Buy
10,069
+2,784
+38% +$190K 0.07% 49
2022
Q1 		$537K Buy
+7,285
New +$549K 0.05% 57

Other funds holding ESGD

Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wipfli Financial Advisors's ESGD Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 83% in Q3 2022, selling an estimated $525K and leaving 1,695 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #749.

Wipfli Financial Advisors first reported a position in ESGD in Q1 2022 and has held it in 3 quarters since. The position peaked at $632K in Q2 2022. 497 funds tracked by Wall St. Rank hold ESGD as of Q3 2022.

  • Wipfli Financial Advisors held 1,695 shares of iShares ESG Aware MSCI EAFE ETF worth $95K as of Q3 2022.
  • Wipfli Financial Advisors sold 8,374 iShares ESG Aware MSCI EAFE ETF shares in Q3 2022, an estimated $525K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #749 holding.
  • Wipfli Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $632K in Q2 2022.
  • 497 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.