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Halpern Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Halpern Financial’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
-110
Closed -$3.01K – 178
2020
Q1 		$3.01K Buy
+110
New +$3.63K ﹤0.01% 136

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 $38.1B 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 $377B 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 $5.72T 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

Halpern Financial's ESGE Position: Q2 2020 in Review

Halpern Financial sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2020, closing a stake of 110 shares — an estimated $3.01K sold.

Halpern Financial first reported a position in ESGE in Q1 2020 and held it in 1 quarter. The position peaked at $3.01K in Q1 2020. 295 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

  • Halpern Financial reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2020 after selling out during the quarter.
  • Halpern Financial sold 110 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $3.01K.
  • Halpern Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 1 quarter.
  • Halpern Financial's iShares ESG Aware MSCI EM ETF position peaked at $3.01K in Q1 2020.
  • 295 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

Based on Halpern Financial's 13F filing for Q2 2020, filed 21 Sep 2023.