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

Lighthouse 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
2021 Q1	$206K	Buy	+4,771	New	+$212K	0.06%	104

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lighthouse Financial Advisors's ESGE Position: Q1 2021 in Review

Lighthouse Financial Advisors opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2021: 4,771 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #104 among its holdings.

451 funds tracked by Wall St. Rank hold ESGE as of Q1 2021.

Lighthouse Financial Advisors held 4,771 shares of iShares ESG Aware MSCI EM ETF worth $206K as of Q1 2021.
iShares ESG Aware MSCI EM ETF was a new Lighthouse Financial Advisors position in Q1 2021.
iShares ESG Aware MSCI EM ETF made up 0.06% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #104 holding.
451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.