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RDA Financial Network’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

RDA Financial Network’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
Q2 		– Sell
-12,618
Closed -$345K – 220
2020
Q1 		$345K Buy
12,618
+2,839
+29% +$93.7K 0.21% 110
2019
Q4 		$343K Buy
+9,779
New +$335K 0.14% 162

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $51.6B AUM 27.34% 1-Year Est. Return

RDA Financial Network's ESGE Position: Q2 2020 in Review

RDA Financial Network sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2020, closing a stake of 12,618 shares — an estimated $345K sold.

RDA Financial Network first reported a position in ESGE in Q4 2019 and held it in 2 quarters. The position peaked at $345K in Q1 2020. 296 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

  • RDA Financial Network reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2020 after selling out during the quarter.
  • RDA Financial Network sold 12,618 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $345K.
  • RDA Financial Network first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 2 quarters.
  • RDA Financial Network's iShares ESG Aware MSCI EM ETF position peaked at $345K in Q1 2020.
  • 296 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

Based on RDA Financial Network's 13F filing for Q2 2020, filed 14 Jul 2020.