DFIG
ESGE icon

Dragon Financial & Investment Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Dragon Financial & Investment Group’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
Q3 		$303K Sell
9,080
-6,255
-41% -$210K 0.34% 16
2018
Q2 		$516K Buy
+15,335
New +$553K 0.59% 13

Other funds holding ESGE

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Dragon Financial & Investment Group's ESGE Position: Q3 2018 in Review

Dragon Financial & Investment Group reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 41% in Q3 2018, selling an estimated $210K and leaving 9,080 shares worth $303K. The position accounts for 0.34% of the portfolio, ranked #16.

Dragon Financial & Investment Group first reported a position in ESGE in Q2 2018 and has held it in 2 quarters since. The position peaked at $516K in Q2 2018. 99 funds tracked by Wall St. Rank hold ESGE as of Q3 2018.

  • Dragon Financial & Investment Group held 9,080 shares of iShares ESG Aware MSCI EM ETF worth $303K as of Q3 2018.
  • Dragon Financial & Investment Group sold 6,255 iShares ESG Aware MSCI EM ETF shares in Q3 2018, an estimated $210K.
  • iShares ESG Aware MSCI EM ETF made up 0.34% of Dragon Financial & Investment Group's portfolio in Q3 2018, its #16 holding.
  • Dragon Financial & Investment Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and has held it in 2 quarters since.
  • Dragon Financial & Investment Group's iShares ESG Aware MSCI EM ETF position peaked at $516K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2018.

Based on Dragon Financial & Investment Group's 13F filing for Q3 2018, filed 19 Oct 2018.