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

Rowland Carmichael 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
2020 Q4	$15K	Buy	364 +89	+32%	+$3.47K	﹤0.01%	343
2020 Q3	$10K	Sell	275 -99	-26%	-$3.51K	﹤0.01%	327
2020 Q2	$12K	Sell	374 -39,872	-99%	-$1.2M	0.01%	320
2020 Q1	$1.1M	Buy	40,246 +39,900	+11,532%	+$1.32M	0.56%	32
2019 Q4	$12K	Hold	346	–	–	﹤0.01%	334
2019 Q3	$11K	Buy	346 +225	+186%	+$7.4K	﹤0.01%	334
2019 Q2	$4K	Hold	121	–	–	﹤0.01%	323
2019 Q1	$4K	Buy	+121	New	+$4.03K	﹤0.01%	323

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Rowland Carmichael Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 32% in Q4 2020, buying an estimated $3.47K and bringing the position to 364 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Rowland Carmichael Advisors first reported a position in ESGE in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.1M in Q1 2020. 407 funds tracked by Wall St. Rank hold ESGE as of Q4 2020.

Rowland Carmichael Advisors held 364 shares of iShares ESG Aware MSCI EM ETF worth $15K as of Q4 2020.
Rowland Carmichael Advisors bought 89 iShares ESG Aware MSCI EM ETF shares in Q4 2020, an estimated $3.47K.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #343 holding.
Rowland Carmichael Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 8 quarters since.
Rowland Carmichael Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.1M in Q1 2020.
407 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2020.

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