Advisor Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Advisor Group’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 Q4	$478K	Buy	13,322 +6,808	+105%	+$233K	﹤0.01%	1702
2019 Q3	$212K	Buy	6,514 +4,968	+321%	+$163K	﹤0.01%	2279
2019 Q2	$53K	Sell	1,546 -111	-7%	-$3.75K	﹤0.01%	3316
2019 Q1	$56K	Buy	1,657 +83	+5%	+$2.76K	﹤0.01%	3294
2018 Q4	$48K	Buy	1,574 +157	+11%	+$4.94K	﹤0.01%	3210
2018 Q3	$47K	Sell	1,417 -1,015	-42%	-$34.1K	﹤0.01%	3342
2018 Q2	$82K	Sell	2,432 -1,054	-30%	-$38K	﹤0.01%	2674
2018 Q1	$132K	Buy	3,486 +1,632	+88%	+$63K	﹤0.01%	2312
2017 Q4	$69K	Buy	+1,854	New	+$66.8K	﹤0.01%	2853

Other funds holding ESGE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Group's ESGE Position: Q4 2019 in Review

Advisor Group increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 105% in Q4 2019, buying an estimated $233K and bringing the position to 13,322 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Advisor Group first reported a position in ESGE in Q4 2017 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold ESGE as of Q4 2019.

Advisor Group held 13,322 shares of iShares ESG Aware MSCI EM ETF worth $478K as of Q4 2019.
Advisor Group bought 6,808 iShares ESG Aware MSCI EM ETF shares in Q4 2019, an estimated $233K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1702 holding.
Advisor Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2017 and has held it in 9 quarters since.
172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.