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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 $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 $376B 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 $38B 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 $5.7T 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