Watermark Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGD
BWP
Watermark Asset Management's ESGD Position: Q4 2018 in Review
Watermark Asset Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 223% in Q4 2018, buying an estimated $30.5K and bringing the position to 727 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #98.
Watermark Asset Management first reported a position in ESGD in Q3 2018 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold ESGD as of Q4 2018.
- Watermark Asset Management held 727 shares of iShares ESG Aware MSCI EAFE ETF worth $42K as of Q4 2018.
- Watermark Asset Management bought 502 iShares ESG Aware MSCI EAFE ETF shares in Q4 2018, an estimated $30.5K.
- iShares ESG Aware MSCI EAFE ETF made up 0.02% of Watermark Asset Management's portfolio in Q4 2018, its #98 holding.
- Watermark Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2018 and has held it in 2 quarters since.
- 122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2018.
Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.