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Sterling Investment Advisors (Pennsylvania)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-2,800
Closed -$93K – 410
2018
Q3 		$93K Hold
2,800
– – 0.05% 161
2018
Q2 		$94K Hold
2,800
– – 0.06% 150
2018
Q1 		$106K Buy
2,800
+1,400
+100% +$54K 0.07% 138
2017
Q4 		$52K Buy
+1,400
New +$50.4K 0.03% 180

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $618B AUM 30.34% 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 $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ESGE Position: Q4 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2018, closing a stake of 2,800 shares — an estimated $93K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ESGE in Q4 2017 and held it in 4 quarters. The position peaked at $106K in Q1 2018. 110 funds tracked by Wall St. Rank hold ESGE as of Q4 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,800 iShares ESG Aware MSCI EM ETF shares in Q4 2018, an estimated $93K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2017 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s iShares ESG Aware MSCI EM ETF position peaked at $106K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2018, filed 18 Jan 2019.