FEG
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return