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Bernardo Wealth Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bernardo Wealth Planning’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
2020
Q2 		– Sell
-59,297
Closed -$1.62M – 141
2020
Q1 		$1.62M Buy
+59,297
New +$1.96M 1.13% 19

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bernardo Wealth Planning's ESGE Position: Q2 2020 in Review

Bernardo Wealth Planning sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2020, closing a stake of 59,297 shares — an estimated $1.62M sold.

Bernardo Wealth Planning first reported a position in ESGE in Q1 2020 and held it in 1 quarter. The position peaked at $1.62M in Q1 2020. 296 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

  • Bernardo Wealth Planning reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 59,297 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $1.62M.
  • Bernardo Wealth Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 1 quarter.
  • Bernardo Wealth Planning's iShares ESG Aware MSCI EM ETF position peaked at $1.62M in Q1 2020.
  • 296 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

Based on Bernardo Wealth Planning's 13F filing for Q2 2020, filed 3 Aug 2020.