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Sound Financial Strategies Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-79
Closed -$3K – 93
2020
Q3 		$3K Hold
79
– – ﹤0.01% 65
2020
Q2 		$3K Hold
79
– – ﹤0.01% 62
2020
Q1 		$2K Buy
+79
New +$2.61K ﹤0.01% 62

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
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

Sound Financial Strategies Group's ESGE Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2020, closing a stake of 79 shares — an estimated $3K sold.

Sound Financial Strategies Group first reported a position in ESGE in Q1 2020 and held it in 3 quarters. The position peaked at $3K in Q3 2020. 407 funds tracked by Wall St. Rank hold ESGE as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 79 iShares ESG Aware MSCI EM ETF shares in Q4 2020, an estimated $3K.
  • Sound Financial Strategies Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 3 quarters.
  • Sound Financial Strategies Group's iShares ESG Aware MSCI EM ETF position peaked at $3K in Q3 2020.
  • 407 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.