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

Legacy Financial Advisors’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
-784
Closed -$27K – 360
2019
Q1 		$27K Buy
784
+75
+11% +$2.5K 0.01% 397
2018
Q4 		$22K Buy
709
+17
+2% +$534 0.01% 387
2018
Q3 		$23K Hold
692
– – 0.01% 354
2018
Q2 		$24K Buy
692
+4
+0.6% +$144 0.01% 350
2018
Q1 		$25K Buy
688
+12
+2% +$463 0.01% 330
2017
Q4 		$24K Buy
+676
New +$24.4K 0.01% 340

Other funds holding ESGE

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's ESGE Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2019, closing a stake of 784 shares — an estimated $27K sold.

Legacy Financial Advisors first reported a position in ESGE in Q4 2017 and held it in 6 quarters. The position peaked at $27K in Q1 2019. 137 funds tracked by Wall St. Rank hold ESGE as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 784 iShares ESG Aware MSCI EM ETF shares in Q2 2019, an estimated $27K.
  • Legacy Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $27K in Q1 2019.
  • 137 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.