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Teamwork Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Teamwork Financial 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
Q3 		– Sell
-6,224
Closed -$200K – 183
2020
Q2 		$200K Buy
+6,224
New +$187K 0.07% 183

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Teamwork Financial Advisors's ESGE Position: Q3 2020 in Review

Teamwork Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2020, closing a stake of 6,224 shares — an estimated $200K sold.

Teamwork Financial Advisors first reported a position in ESGE in Q2 2020 and held it in 1 quarter. The position peaked at $200K in Q2 2020. 324 funds tracked by Wall St. Rank hold ESGE as of Q3 2020.

  • Teamwork Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2020 after selling out during the quarter.
  • Teamwork Financial Advisors sold 6,224 iShares ESG Aware MSCI EM ETF shares in Q3 2020, an estimated $200K.
  • Teamwork Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 1 quarter.
  • Teamwork Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $200K in Q2 2020.
  • 324 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2020.

Based on Teamwork Financial Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.