Inscription Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Inscription Capital’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-384	Closed	-$24K	–	142
2019 Q1	$24K	Hold	384	–	–	0.01%	217
2018 Q4	$22K	Buy	+384	New	+$23.3K	0.01%	240

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Inscription Capital's ESGD Position: Q2 2019 in Review

Inscription Capital sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2019, closing a stake of 384 shares — an estimated $24K sold.

Inscription Capital first reported a position in ESGD in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 152 funds tracked by Wall St. Rank hold ESGD as of Q2 2019.

Inscription Capital reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2019 after selling out during the quarter.
Inscription Capital sold 384 iShares ESG Aware MSCI EAFE ETF shares in Q2 2019, an estimated $24K.
Inscription Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and held it in 2 quarters.
Inscription Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $24K in Q1 2019.
152 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2019.

Based on Inscription Capital's 13F filing for Q2 2019, filed 14 Aug 2019.