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Accurate Investment Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Accurate Investment Solutions’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,589
Closed -$290K – 119
2020
Q1 		$290K Buy
+10,589
New +$350K 0.24% 65

Other funds holding ESGE

Envestnet Asset Management
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Accurate Investment Solutions's ESGE Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2020, closing a stake of 10,589 shares — an estimated $290K sold.

Accurate Investment Solutions first reported a position in ESGE in Q1 2020 and held it in 1 quarter. The position peaked at $290K in Q1 2020. 295 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 10,589 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $290K.
  • Accurate Investment Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 1 quarter.
  • Accurate Investment Solutions's iShares ESG Aware MSCI EM ETF position peaked at $290K in Q1 2020.
  • 295 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.