ERTS Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

ERTS Wealth Advisors’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
2019 Q1	–	Sell	-1,043	Closed	-$32K	–	158
2018 Q4	$32K	Buy	+1,043	New	+$32.8K	0.02%	186

Other funds holding ESGE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

ERTS Wealth Advisors's ESGE Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2019, closing a stake of 1,043 shares — an estimated $32K sold.

ERTS Wealth Advisors first reported a position in ESGE in Q4 2018 and held it in 1 quarter. The position peaked at $32K in Q4 2018. 130 funds tracked by Wall St. Rank hold ESGE as of Q1 2019.

ERTS Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 1,043 iShares ESG Aware MSCI EM ETF shares in Q1 2019, an estimated $32K.
ERTS Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $32K in Q4 2018.
130 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.