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Retirement Capital Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Retirement Capital Strategies’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
-9,395
Closed -$313K – 50
2018
Q3 		$313K Buy
+9,395
New +$316K 0.15% 36

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $875B AUM 40.89% 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 $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Retirement Capital Strategies's ESGE Position: Q4 2018 in Review

Retirement Capital Strategies sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2018, closing a stake of 9,395 shares — an estimated $313K sold.

Retirement Capital Strategies first reported a position in ESGE in Q3 2018 and held it in 1 quarter. The position peaked at $313K in Q3 2018. 110 funds tracked by Wall St. Rank hold ESGE as of Q4 2018.

  • Retirement Capital Strategies reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2018 after selling out during the quarter.
  • Retirement Capital Strategies sold 9,395 iShares ESG Aware MSCI EM ETF shares in Q4 2018, an estimated $313K.
  • Retirement Capital Strategies first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares ESG Aware MSCI EM ETF position peaked at $313K in Q3 2018.
  • 110 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2018.

Based on Retirement Capital Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.