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CA Family Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

CA Family Wealth’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
Q1 		$272K Buy
+9,944
New +$328K 0.29% 20

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CA Family Wealth's ESGE Position: Q1 2020 in Review

CA Family Wealth opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2020: 9,944 shares worth $272K. The stake represents 0.29% of the portfolio and ranks #20 among its holdings.

270 funds tracked by Wall St. Rank hold ESGE as of Q1 2020.

  • CA Family Wealth held 9,944 shares of iShares ESG Aware MSCI EM ETF worth $272K as of Q1 2020.
  • iShares ESG Aware MSCI EM ETF was a new CA Family Wealth position in Q1 2020.
  • iShares ESG Aware MSCI EM ETF made up 0.29% of CA Family Wealth's portfolio in Q1 2020, its #20 holding.
  • 270 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.