Houlihan Financial Resource Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Houlihan Financial Resource Group’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 Q3	$16K	Buy	+400	New	+$14.2K	0.01%	246

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

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

BlackRock New York $5.72T AUM 30.48% 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

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Houlihan Financial Resource Group's ESGE Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2020: 400 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings.

324 funds tracked by Wall St. Rank hold ESGE as of Q3 2020.

Houlihan Financial Resource Group held 400 shares of iShares ESG Aware MSCI EM ETF worth $16K as of Q3 2020.
iShares ESG Aware MSCI EM ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares ESG Aware MSCI EM ETF made up 0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #246 holding.
324 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.