Cougar Global Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cougar Global Investments’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
2020 Q2	–	Sell	-91	Closed	-$5K	–	19
2020 Q1	$5K	Buy	91 +16	+21%	+$1.01K	﹤0.01%	15
2019 Q4	$5K	Hold	75	–	–	﹤0.01%	16
2019 Q3	$5K	Hold	75	–	–	﹤0.01%	16
2019 Q2	$5K	Buy	75 +26	+53%	+$1.66K	﹤0.01%	16
2019 Q1	$3K	Buy	49 +6	+14%	+$368	﹤0.01%	14
2018 Q4	$2K	Hold	43	–	–	﹤0.01%	16
2018 Q3	$3K	Sell	43 -21	-33%	-$1.38K	﹤0.01%	13
2018 Q2	$4K	Sell	64 -2	-3%	-$136	﹤0.01%	13
2018 Q1	$4K	Buy	+66	New	+$4.54K	﹤0.01%	14

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cougar Global Investments's ESGD Position: Q2 2020 in Review

Cougar Global Investments sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2020, closing a stake of 91 shares — an estimated $5K sold.

Cougar Global Investments first reported a position in ESGD in Q1 2018 and held it in 9 quarters. The position peaked at $5K in Q1 2020. 245 funds tracked by Wall St. Rank hold ESGD as of Q2 2020.

Cougar Global Investments reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Cougar Global Investments sold 91 iShares ESG Aware MSCI EAFE ETF shares in Q2 2020, an estimated $5K.
Cougar Global Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2018 and held it in 9 quarters.
Cougar Global Investments's iShares ESG Aware MSCI EAFE ETF position peaked at $5K in Q1 2020.
245 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2020.

Based on Cougar Global Investments's 13F filing for Q2 2020, filed 6 Jul 2020.