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BB&T Securities’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BB&T Securities’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 		$214K Buy
3,346
+21
+0.6% +$1.33K ﹤0.01% 1486
2019
Q2 		$213K Buy
+3,325
New +$212K ﹤0.01% 1491

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BB&T Securities's ESGD Position: Q3 2019 in Review

BB&T Securities increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.63% in Q3 2019, buying an estimated $1.33K and bringing the position to 3,346 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

BB&T Securities first reported a position in ESGD in Q2 2019 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold ESGD as of Q3 2019.

  • BB&T Securities held 3,346 shares of iShares ESG Aware MSCI EAFE ETF worth $214K as of Q3 2019.
  • BB&T Securities bought 21 iShares ESG Aware MSCI EAFE ETF shares in Q3 2019, an estimated $1.33K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1486 holding.
  • BB&T Securities first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.