Avestar Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Avestar Capital’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	–	Sell	-150	Closed	-$9K	–	380
2019 Q2	$9K	Hold	150	–	–	0.01%	511
2019 Q1	$9K	Sell	150 -50	-25%	-$3.07K	0.01%	487
2018 Q4	$11K	Hold	200	–	–	0.01%	426
2018 Q3	$13K	Hold	200	–	–	0.01%	420
2018 Q2	$13K	Buy	+200	New	+$13.6K	0.01%	422

Other funds holding ESGD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Avestar Capital's ESGD Position: Q3 2019 in Review

Avestar Capital sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2019, closing a stake of 150 shares — an estimated $9K sold.

Avestar Capital first reported a position in ESGD in Q2 2018 and held it in 5 quarters. The position peaked at $13K in Q3 2018. 172 funds tracked by Wall St. Rank hold ESGD as of Q3 2019.

Avestar Capital reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 150 iShares ESG Aware MSCI EAFE ETF shares in Q3 2019, an estimated $9K.
Avestar Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and held it in 5 quarters.
Avestar Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $13K in Q3 2018.
172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.