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Cornerstone Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cornerstone Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-26,965
Closed -$418K – 1368
2018
Q2 		$418K Buy
+26,965
New +$1.83M ﹤0.01% 1062

Other funds holding ESGD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Wealth Management's ESGD Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2018, closing a stake of 26,965 shares — an estimated $418K sold.

Cornerstone Wealth Management first reported a position in ESGD in Q2 2018 and held it in 1 quarter. The position peaked at $418K in Q2 2018. 99 funds tracked by Wall St. Rank hold ESGD as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 26,965 iShares ESG Aware MSCI EAFE ETF shares in Q3 2018, an estimated $418K.
  • Cornerstone Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $418K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.