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Leicht Financial Planning & Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Leicht Financial Planning & Wealth Management’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
Q2 		– Sell
-107,549
Closed -$2.95M – 26
2020
Q1 		$2.95M Buy
+107,549
New +$3.55M 2.85% 10

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's ESGE Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2020, closing a stake of 107,549 shares — an estimated $2.95M sold.

Leicht Financial Planning & Wealth Management first reported a position in ESGE in Q1 2020 and held it in 1 quarter. The position peaked at $2.95M in Q1 2020. 295 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 107,549 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $2.95M.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $2.95M in Q1 2020.
  • 295 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.