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Beacon Pointe Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Beacon Pointe Wealth Advisors’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
Q2 		– Sell
-6,048
Closed -$206K – 270
2019
Q1 		$206K Buy
+6,048
New +$201K 0.05% 248

Other funds holding ESGE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Beacon Pointe Wealth Advisors's ESGE Position: Q2 2019 in Review

Beacon Pointe Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2019, closing a stake of 6,048 shares — an estimated $206K sold.

Beacon Pointe Wealth Advisors first reported a position in ESGE in Q1 2019 and held it in 1 quarter. The position peaked at $206K in Q1 2019. 137 funds tracked by Wall St. Rank hold ESGE as of Q2 2019.

  • Beacon Pointe Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 6,048 iShares ESG Aware MSCI EM ETF shares in Q2 2019, an estimated $206K.
  • Beacon Pointe Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $206K in Q1 2019.
  • 137 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.