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Steinberg Global Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Steinberg Global Asset Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,975
Closed -$228K – 260
2018
Q4 		$228K Buy
+3,975
New +$242K 0.04% 221

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Steinberg Global Asset Management's ESGD Position: Q1 2019 in Review

Steinberg Global Asset Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2019, closing a stake of 3,975 shares — an estimated $228K sold.

Steinberg Global Asset Management first reported a position in ESGD in Q4 2018 and held it in 1 quarter. The position peaked at $228K in Q4 2018. 148 funds tracked by Wall St. Rank hold ESGD as of Q1 2019.

  • Steinberg Global Asset Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Steinberg Global Asset Management sold 3,975 iShares ESG Aware MSCI EAFE ETF shares in Q1 2019, an estimated $228K.
  • Steinberg Global Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and held it in 1 quarter.
  • Steinberg Global Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $228K in Q4 2018.
  • 148 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.