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Prestige Wealth Management Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Prestige Wealth Management Group’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-50
Closed -$3K – 935
2019
Q4 		$3K Hold
50
– – ﹤0.01% 458
2019
Q3 		$3K Hold
50
– – ﹤0.01% 453
2019
Q2 		$3K Buy
+50
New +$3.19K ﹤0.01% 432

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prestige Wealth Management Group's ESGD Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in ESGD in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 215 funds tracked by Wall St. Rank hold ESGD as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 50 iShares ESG Aware MSCI EAFE ETF shares in Q1 2020, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and held it in 3 quarters.
  • Prestige Wealth Management Group's iShares ESG Aware MSCI EAFE ETF position peaked at $3K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.