CGI
ESGE icon

Cougar Global Investments’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cougar Global Investments’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
Q2 		– Sell
-57
Closed -$2K – 20
2020
Q1 		$2K Buy
57
+9
+19% +$297 ﹤0.01% 18
2019
Q4 		$2K Hold
48
– – ﹤0.01% 18
2019
Q3 		$2K Hold
48
– – ﹤0.01% 18
2019
Q2 		$2K Sell
48
-43
-47% -$1.45K ﹤0.01% 18
2019
Q1 		$3K Buy
91
+8
+10% +$266 ﹤0.01% 15
2018
Q4 		$3K Hold
83
– – ﹤0.01% 15
2018
Q3 		$3K Sell
83
-2
-2% -$67 ﹤0.01% 14
2018
Q2 		$3K Buy
85
+7
+9% +$253 ﹤0.01% 14
2018
Q1 		$3K Buy
+78
New +$3.01K ﹤0.01% 16

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Cougar Global Investments sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2020, closing a stake of 57 shares — an estimated $2K sold.

Cougar Global Investments first reported a position in ESGE in Q1 2018 and held it in 9 quarters. The position peaked at $3K in Q1 2019. 295 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

  • Cougar Global Investments reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2020 after selling out during the quarter.
  • Cougar Global Investments sold 57 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $2K.
  • Cougar Global Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and held it in 9 quarters.
  • Cougar Global Investments's iShares ESG Aware MSCI EM ETF position peaked at $3K in Q1 2019.
  • 295 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

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