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Cornerstone Advisors (Washington)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-383
Closed -$13K – 1010
2019
Q2 		$13K Hold
383
– – ﹤0.01% 715
2019
Q1 		$13K Sell
383
-13
-3% -$433 ﹤0.01% 674
2018
Q4 		$12K Buy
+396
New +$12.4K ﹤0.01% 603

Other funds holding ESGE

Carson Wealth (CWM LLC)
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Bank of America
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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cornerstone Advisors (Washington)'s ESGE Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2019, closing a stake of 383 shares — an estimated $13K sold.

Cornerstone Advisors (Washington) first reported a position in ESGE in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 145 funds tracked by Wall St. Rank hold ESGE as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 383 iShares ESG Aware MSCI EM ETF shares in Q3 2019, an estimated $13K.
  • Cornerstone Advisors (Washington) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 3 quarters.
  • Cornerstone Advisors (Washington)'s iShares ESG Aware MSCI EM ETF position peaked at $13K in Q2 2019.
  • 145 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.