LifePlan Financial Group’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

LifePlan Financial Group’s Portfolio ESCR Stock Details ESCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$3K	Hold	128	–	–	﹤0.01%	519
2020 Q2	$3K	Hold	128	–	–	﹤0.01%	524
2020 Q1	$3K	Hold	128	–	–	﹤0.01%	502
2019 Q4	$3K	Buy	+128	New	+$3.01K	﹤0.01%	507

Other funds holding ESCR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's ESCR Position: Q3 2020 in Review

LifePlan Financial Group held its Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) position steady in Q3 2020 at 128 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

LifePlan Financial Group first reported a position in ESCR in Q4 2019 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold ESCR as of Q3 2020.

LifePlan Financial Group held 128 shares of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF worth $3K as of Q3 2020.
LifePlan Financial Group left its Xtrackers Bloomberg US Investment Grade Corporate ESG ETF share count unchanged in Q3 2020.
Xtrackers Bloomberg US Investment Grade Corporate ESG ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #519 holding.
LifePlan Financial Group first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q4 2019 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.