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LifePlan Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

LifePlan Financial Group’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
Q3 		$84K Hold
2,349
– – 0.04% 202
2020
Q2 		$75K Buy
2,349
+473
+25% +$14.2K 0.03% 206
2020
Q1 		$51K Buy
1,876
+1,606
+595% +$53K 0.03% 220
2019
Q4 		$10K Hold
270
– – ﹤0.01% 416
2019
Q3 		$9K Buy
270
+86
+47% +$2.83K ﹤0.01% 417
2019
Q2 		$6K Hold
184
– – ﹤0.01% 440
2019
Q1 		$6K Hold
184
– – ﹤0.01% 439
2018
Q4 		$6K Buy
+184
New +$5.79K ﹤0.01% 424

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

LifePlan Financial Group held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2020 at 2,349 shares worth $84K. The position accounts for 0.04% of the portfolio, ranked #202.

LifePlan Financial Group first reported a position in ESGE in Q4 2018 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold ESGE as of Q3 2020.

  • LifePlan Financial Group held 2,349 shares of iShares ESG Aware MSCI EM ETF worth $84K as of Q3 2020.
  • LifePlan Financial Group left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2020.
  • iShares ESG Aware MSCI EM ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #202 holding.
  • LifePlan Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and has held it in 8 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2020.

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