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Edge Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Edge Advisors’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
Q2 		$10K Hold
164
– – ﹤0.01% 708
2018
Q1 		$11K Hold
164
– – ﹤0.01% 697
2017
Q4 		$11K Hold
164
– – ﹤0.01% 732
2017
Q3 		$10K Buy
+164
New +$10.6K ﹤0.01% 726

Other funds holding ESGD

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Edge Advisors's ESGD Position: Q2 2018 in Review

Edge Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2018 at 164 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Edge Advisors first reported a position in ESGD in Q3 2017 and has held it in 4 quarters since. The position peaked at $11K in Q1 2018. 81 funds tracked by Wall St. Rank hold ESGD as of Q2 2018.

  • Edge Advisors held 164 shares of iShares ESG Aware MSCI EAFE ETF worth $10K as of Q2 2018.
  • Edge Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2018.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #708 holding.
  • Edge Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2017 and has held it in 4 quarters since.
  • Edge Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $11K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.