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

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Braun-Bostich & Associates's ESGE Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2020, closing a stake of 130 shares — an estimated $4K sold.

Braun-Bostich & Associates first reported a position in ESGE in Q1 2018 and held it in 9 quarters. The position peaked at $229K in Q1 2020. 324 funds tracked by Wall St. Rank hold ESGE as of Q3 2020.

Braun-Bostich & Associates reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 130 iShares ESG Aware MSCI EM ETF shares in Q3 2020, an estimated $4K.
Braun-Bostich & Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and held it in 9 quarters.
Braun-Bostich & Associates's iShares ESG Aware MSCI EM ETF position peaked at $229K in Q1 2020.
324 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.