Alpha Omega Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGD
PCA
FLPIM
Alpha Omega Wealth Management's ESGD Position: Q3 2019 in Review
Alpha Omega Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2019, closing a stake of 313 shares — an estimated $20K sold.
Alpha Omega Wealth Management first reported a position in ESGD in Q4 2018 and held it in 3 quarters. The position peaked at $20K in Q2 2019. 172 funds tracked by Wall St. Rank hold ESGD as of Q3 2019.
- Alpha Omega Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
- Alpha Omega Wealth Management sold 313 iShares ESG Aware MSCI EAFE ETF shares in Q3 2019, an estimated $20K.
- Alpha Omega Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and held it in 3 quarters.
- Alpha Omega Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $20K in Q2 2019.
- 172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2019.
Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.