KWMG LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-8	Closed	–	–	217
2019 Q1	$0	Hold	8	–	–	﹤0.01%	460
2018 Q4	$0	Hold	8	–	–	﹤0.01%	465
2018 Q3	$0	Hold	8	–	–	﹤0.01%	462
2018 Q2	$0	Buy	+8	New	+$289	﹤0.01%	454

Other funds holding ESGE

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

PCA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

KWMG LLC's ESGE Position: Q2 2019 in Review

KWMG LLC sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2019, closing a stake of 8 shares.

KWMG LLC first reported a position in ESGE in Q2 2018 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 137 funds tracked by Wall St. Rank hold ESGE as of Q2 2019.

KWMG LLC reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 8 iShares ESG Aware MSCI EM ETF shares in Q2 2019.
KWMG LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and held it in 4 quarters.
KWMG LLC's iShares ESG Aware MSCI EM ETF position peaked at $0 in Q1 2019.
137 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.