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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 – 361
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 $38B AUM 19.66% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return