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

Rational 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
2018
Q4 		– Sell
-46,020
Closed -$1.54M – 533
2018
Q3 		$1.54M Buy
+46,020
New +$1.55M 0.37% 75

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rational Advisors's ESGE Position: Q4 2018 in Review

Rational Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2018, closing a stake of 46,020 shares — an estimated $1.54M sold.

Rational Advisors first reported a position in ESGE in Q3 2018 and held it in 1 quarter. The position peaked at $1.54M in Q3 2018. 109 funds tracked by Wall St. Rank hold ESGE as of Q4 2018.

  • Rational Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2018 after selling out during the quarter.
  • Rational Advisors sold 46,020 iShares ESG Aware MSCI EM ETF shares in Q4 2018, an estimated $1.54M.
  • Rational Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and held it in 1 quarter.
  • Rational Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.54M in Q3 2018.
  • 109 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2018.

Based on Rational Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.