BC
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Brinker Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Brinker Capital’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 		$468K Buy
14,603
+39
+0.3% +$1.17K 0.01% 731
2020
Q1 		$399K Buy
14,564
+2,123
+17% +$70.1K 0.02% 702
2019
Q4 		$447K Sell
12,441
-25
-0.2% -$857 0.01% 746
2019
Q3 		$406K Buy
12,466
+5,628
+82% +$185K 0.01% 745
2019
Q2 		$232K Buy
+6,838
New +$231K 0.01% 878

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Bank of America
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PP
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LPL Financial
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Morgan Stanley
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BlackRock
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Osaic Holdings
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PAS
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return