Frontier Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Frontier Wealth 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
2020 Q1	–	Sell	-17,876	Closed	-$642K	–	303
2019 Q4	$642K	Hold	17,876	–	–	0.1%	149
2019 Q3	$582K	Hold	17,876	–	–	0.09%	175
2019 Q2	$608K	Buy	+17,876	New	+$603K	0.09%	170
2018 Q4	–	Sell	-9,060	Closed	-$302K	–	377
2018 Q3	$302K	Hold	9,060	–	–	0.03%	304
2018 Q2	$305K	Buy	+9,060	New	+$327K	0.04%	290

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PCA

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

Frontier Wealth Management's ESGE Position: Q1 2020 in Review

Frontier Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2020, closing a stake of 17,876 shares — an estimated $642K sold.

Frontier Wealth Management first reported a position in ESGE in Q2 2018 and held it in 5 quarters. The position peaked at $642K in Q4 2019. 270 funds tracked by Wall St. Rank hold ESGE as of Q1 2020.

Frontier Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2020 after selling out during the quarter.
Frontier Wealth Management sold 17,876 iShares ESG Aware MSCI EM ETF shares in Q1 2020, an estimated $642K.
Frontier Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and held it in 5 quarters.
Frontier Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $642K in Q4 2019.
270 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.