AIM
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Advantage Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Advantage Investment 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
2019
Q3 		$15K Hold
234
– – 0.01% 579
2019
Q2 		$15K Hold
234
– – 0.01% 589
2019
Q1 		$15K Hold
234
– – 0.01% 581
2018
Q4 		$13K Buy
+234
New +$14.2K 0.01% 591

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advantage Investment Management's ESGD Position: Q3 2019 in Review

Advantage Investment Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2019 at 234 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #579.

Advantage Investment Management first reported a position in ESGD in Q4 2018 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold ESGD as of Q3 2019.

  • Advantage Investment Management held 234 shares of iShares ESG Aware MSCI EAFE ETF worth $15K as of Q3 2019.
  • Advantage Investment Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2019.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #579 holding.
  • Advantage Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.