Financial Enhancement Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Financial Enhancement 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
2020 Q2	–	Sell	-524	Closed	-$14K	–	265
2020 Q1	$14K	Hold	524	–	–	﹤0.01%	181
2019 Q4	$19K	Hold	524	–	–	﹤0.01%	164
2019 Q3	$17K	Hold	524	–	–	﹤0.01%	172
2019 Q2	$18K	Hold	524	–	–	0.01%	168
2019 Q1	$18K	Buy	524 +112	+27%	+$3.73K	0.01%	186
2018 Q4	$14K	Hold	412	–	–	﹤0.01%	175
2018 Q3	$14K	Sell	412 -280	-40%	-$9.42K	﹤0.01%	175
2018 Q2	$23K	Hold	692	–	–	0.01%	146
2018 Q1	$26K	Buy	+692	New	+$26.7K	0.01%	143

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Enhancement Group's ESGE Position: Q2 2020 in Review

Financial Enhancement Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2020, closing a stake of 524 shares — an estimated $14K sold.

Financial Enhancement Group first reported a position in ESGE in Q1 2018 and held it in 9 quarters. The position peaked at $26K in Q1 2018. 296 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

Financial Enhancement Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2020 after selling out during the quarter.
Financial Enhancement Group sold 524 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $14K.
Financial Enhancement Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and held it in 9 quarters.
Financial Enhancement Group's iShares ESG Aware MSCI EM ETF position peaked at $26K in Q1 2018.
296 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.