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Rowland Carmichael Advisors’s Xtrackers MSCI EAFE ESG Leaders Equity ETF EASG Stock Holding History

Rowland Carmichael Advisors’s Portfolio EASG Stock Details EASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$8K Hold
260
– – ﹤0.01% 354
2020
Q3 		$7K Sell
260
-132
-34% -$3.37K ﹤0.01% 331
2020
Q2 		$10K Buy
+392
New +$8.99K ﹤0.01% 324

Other funds holding EASG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rowland Carmichael Advisors's EASG Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) position steady in Q4 2020 at 260 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Rowland Carmichael Advisors first reported a position in EASG in Q2 2020 and has held it in 3 quarters since. The position peaked at $10K in Q2 2020. 11 funds tracked by Wall St. Rank hold EASG as of Q4 2020.

  • Rowland Carmichael Advisors held 260 shares of Xtrackers MSCI EAFE ESG Leaders Equity ETF worth $8K as of Q4 2020.
  • Rowland Carmichael Advisors left its Xtrackers MSCI EAFE ESG Leaders Equity ETF share count unchanged in Q4 2020.
  • Xtrackers MSCI EAFE ESG Leaders Equity ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #354 holding.
  • Rowland Carmichael Advisors first reported a position in Xtrackers MSCI EAFE ESG Leaders Equity ETF in Q2 2020 and has held it in 3 quarters since.
  • Rowland Carmichael Advisors's Xtrackers MSCI EAFE ESG Leaders Equity ETF position peaked at $10K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE ESG Leaders Equity ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.