Clarfeld Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$118K	Buy	+3,844	New	+$121K	0.1%	64

Other funds holding ESGE

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clarfeld Financial Advisors's ESGE Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2018: 3,844 shares worth $118K. The stake represents 0.1% of the portfolio and ranks #64 among its holdings.

110 funds tracked by Wall St. Rank hold ESGE as of Q4 2018.

Clarfeld Financial Advisors held 3,844 shares of iShares ESG Aware MSCI EM ETF worth $118K as of Q4 2018.
iShares ESG Aware MSCI EM ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares ESG Aware MSCI EM ETF made up 0.1% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #64 holding.
110 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.