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Veritable’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Veritable’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
-6,442
Closed -$229K – 791
2020
Q3 		$229K Buy
+6,442
New +$228K ﹤0.01% 656
2020
Q2 		– Sell
-8,380
Closed -$229K – 766
2020
Q1 		$229K Buy
8,380
+1,000
+14% +$33K 0.01% 642
2019
Q4 		$265K Hold
7,380
– – ﹤0.01% 713
2019
Q3 		$240K Hold
7,380
– – ﹤0.01% 716
2019
Q2 		$251K Hold
7,380
– – 0.01% 698
2019
Q1 		$251K Hold
7,380
– – 0.01% 696
2018
Q4 		$226K Buy
+7,380
New +$232K 0.01% 697

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Veritable's ESGE Position: Q4 2020 in Review

Veritable sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2020, closing a stake of 6,442 shares — an estimated $229K sold.

Veritable first reported a position in ESGE in Q4 2018 and held it in 7 quarters. The position peaked at $265K in Q4 2019. 408 funds tracked by Wall St. Rank hold ESGE as of Q4 2020.

  • Veritable reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2020 after selling out during the quarter.
  • Veritable sold 6,442 iShares ESG Aware MSCI EM ETF shares in Q4 2020, an estimated $229K.
  • Veritable first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 7 quarters.
  • Veritable's iShares ESG Aware MSCI EM ETF position peaked at $265K in Q4 2019.
  • 408 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2020.

Based on Veritable's 13F filing for Q4 2020, filed 11 Feb 2021.