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Advantage Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Advantage Investment Management’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
2019
Q3 		$15K Hold
461
– – 0.01% 580
2019
Q2 		$16K Hold
461
– – 0.01% 574
2019
Q1 		$16K Hold
461
– – 0.01% 564
2018
Q4 		$14K Buy
+461
New +$14.5K 0.01% 579

Other funds holding ESGE

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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Advantage Investment Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2019 at 461 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #580.

Advantage Investment Management first reported a position in ESGE in Q4 2018 and has held it in 4 quarters since. The position peaked at $16K in Q2 2019. 145 funds tracked by Wall St. Rank hold ESGE as of Q3 2019.

  • Advantage Investment Management held 461 shares of iShares ESG Aware MSCI EM ETF worth $15K as of Q3 2019.
  • Advantage Investment Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2019.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #580 holding.
  • Advantage Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and has held it in 4 quarters since.
  • Advantage Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $16K in Q2 2019.
  • 145 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2019.

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