First Allied Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$5.44M Buy
152,701
+7,318
+5% +$259K 0.18% 124
2020
Q2
$4.66M Buy
145,383
+62,765
+76% +$1.89M 0.17% 130
2020
Q1
$2.26M Buy
+82,618
New +$2.73M 0.1% 217
2019
Q4
Sell
-1,114
Closed -$36K 1281
2019
Q3
$36K Buy
+1,114
New +$36.6K ﹤0.01% 1399

Other funds holding ESGE

First Allied Advisory Services's ESGE Position: Q3 2020 in Review

First Allied Advisory Services increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5% in Q3 2020, buying an estimated $259K and bringing the position to 152,701 shares worth $5.44M. The position accounts for 0.18% of the portfolio, ranked #124.

First Allied Advisory Services first reported a position in ESGE in Q3 2019 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold ESGE as of Q3 2020.

  • First Allied Advisory Services held 152,701 shares of iShares ESG Aware MSCI EM ETF worth $5.44M as of Q3 2020.
  • First Allied Advisory Services bought 7,318 iShares ESG Aware MSCI EM ETF shares in Q3 2020, an estimated $259K.
  • iShares ESG Aware MSCI EM ETF made up 0.18% of First Allied Advisory Services's portfolio in Q3 2020, its #124 holding.
  • First Allied Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.