BBA
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Braun-Bostich & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-130
Closed -$4K – 259
2020
Q2 		$4K Sell
130
-8,596
-99% -$258K ﹤0.01% 275
2020
Q1 		$229K Buy
8,726
+8,622
+8,290% +$285K 0.29% 67
2019
Q4 		$4K Buy
+104
New +$3.56K ﹤0.01% 285
2019
Q3 		– Sell
-581
Closed -$20K – 150
2019
Q2 		$20K Sell
581
-1,432
-71% -$48.3K 0.02% 236
2019
Q1 		$69K Hold
2,013
– – 0.07% 181
2018
Q4 		$62K Hold
2,013
– – 0.07% 165
2018
Q3 		$67K Buy
2,013
+581
+41% +$19.5K 0.06% 164
2018
Q2 		$48K Hold
1,432
– – 0.05% 179
2018
Q1 		$54K Buy
+1,432
New +$55.3K 0.05% 169

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Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return