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Fiduciary Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-1,045
Closed -$45K – 124
2021
Q1 		$45K Buy
1,045
+29
+3% +$1.29K 0.07% 81
2020
Q4 		$43K Buy
1,016
+8
+0.8% +$312 0.06% 85
2020
Q3 		$36K Buy
+1,008
New +$35.7K 0.06% 72

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

Fiduciary Planning's ESGE Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2021, closing a stake of 1,045 shares — an estimated $45K sold.

Fiduciary Planning first reported a position in ESGE in Q3 2020 and held it in 3 quarters. The position peaked at $45K in Q1 2021. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 1,045 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $45K.
  • Fiduciary Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares ESG Aware MSCI EM ETF position peaked at $45K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.