AG
ESGE icon

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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return