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LWS Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

LWS Wealth 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
2020
Q1 		– Sell
-1,257
Closed -$45K – 56
2019
Q4 		$45K Buy
+1,257
New +$43.1K 0.02% 70

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LWS Wealth Advisors's ESGE Position: Q1 2020 in Review

LWS Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2020, closing a stake of 1,257 shares — an estimated $45K sold.

LWS Wealth Advisors first reported a position in ESGE in Q4 2019 and held it in 1 quarter. The position peaked at $45K in Q4 2019. 271 funds tracked by Wall St. Rank hold ESGE as of Q1 2020.

  • LWS Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 1,257 iShares ESG Aware MSCI EM ETF shares in Q1 2020, an estimated $45K.
  • LWS Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $45K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.