Kore Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kore Private Wealth’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	-503	Closed	-$18K	–	1105
2019 Q4	$18K	Buy	+503	New	+$17.2K	﹤0.01%	643
2019 Q2	–	Sell	-503	Closed	-$17K	–	409
2019 Q1	$17K	Hold	503	–	–	﹤0.01%	528
2018 Q4	$15K	Buy	+503	New	+$15.8K	﹤0.01%	518

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

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

Kore Private Wealth's ESGE Position: Q1 2020 in Review

Kore Private Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2020, closing a stake of 503 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in ESGE in Q4 2018 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 271 funds tracked by Wall St. Rank hold ESGE as of Q1 2020.

Kore Private Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2020 after selling out during the quarter.
Kore Private Wealth sold 503 iShares ESG Aware MSCI EM ETF shares in Q1 2020, an estimated $18K.
Kore Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $18K in Q4 2019.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.