Formidable Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Formidable Asset Management’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 Q3	–	Sell	-7,734	Closed	-$263K	–	154
2019 Q2	$263K	Buy	+7,734	New	+$261K	0.09%	163

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 $1.37T AUM 24.88% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PCA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Formidable Asset Management's ESGE Position: Q3 2019 in Review

Formidable Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2019, closing a stake of 7,734 shares — an estimated $263K sold.

Formidable Asset Management first reported a position in ESGE in Q2 2019 and held it in 1 quarter. The position peaked at $263K in Q2 2019. 144 funds tracked by Wall St. Rank hold ESGE as of Q3 2019.

Formidable Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2019 after selling out during the quarter.
Formidable Asset Management sold 7,734 iShares ESG Aware MSCI EM ETF shares in Q3 2019, an estimated $263K.
Formidable Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2019 and held it in 1 quarter.
Formidable Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $263K in Q2 2019.
144 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2019.

Based on Formidable Asset Management's 13F filing for Q3 2019, filed 8 Nov 2019.