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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q4 		$422K Buy
+10,051
New +$392K 0.11% 68

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $16B AUM 26.77% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ESGE Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2020: 10,051 shares worth $422K. The stake represents 0.11% of the portfolio and ranks #68 among its holdings.

408 funds tracked by Wall St. Rank hold ESGE as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 10,051 shares of iShares ESG Aware MSCI EM ETF worth $422K as of Q4 2020.
  • iShares ESG Aware MSCI EM ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
  • iShares ESG Aware MSCI EM ETF made up 0.11% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #68 holding.
  • 408 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.