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Vivid Financial Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Vivid Financial Management’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
Q2 		– Sell
-38,390
Closed -$1.05M – 95
2020
Q1 		$1.05M Buy
38,390
+11,305
+42% +$373K 1.37% 21
2019
Q4 		$945K Buy
+27,085
New +$928K 1.01% 27

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vivid Financial Management's ESGE Position: Q2 2020 in Review

Vivid Financial Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2020, closing a stake of 38,390 shares — an estimated $1.05M sold.

Vivid Financial Management first reported a position in ESGE in Q4 2019 and held it in 2 quarters. The position peaked at $1.05M in Q1 2020. 296 funds tracked by Wall St. Rank hold ESGE as of Q2 2020.

  • Vivid Financial Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2020 after selling out during the quarter.
  • Vivid Financial Management sold 38,390 iShares ESG Aware MSCI EM ETF shares in Q2 2020, an estimated $1.05M.
  • Vivid Financial Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 2 quarters.
  • Vivid Financial Management's iShares ESG Aware MSCI EM ETF position peaked at $1.05M in Q1 2020.
  • 296 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2020.

Based on Vivid Financial Management's 13F filing for Q2 2020, filed 31 Jul 2020.