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

WealthPLAN Partners’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
Q1 		– Sell
-6,707
Closed -$242K – 265
2019
Q4 		$242K Buy
+6,707
New +$230K 0.03% 220

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Bank of America
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PP
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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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

WealthPLAN Partners's ESGE Position: Q1 2020 in Review

WealthPLAN Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2020, closing a stake of 6,707 shares — an estimated $242K sold.

WealthPLAN Partners first reported a position in ESGE in Q4 2019 and held it in 1 quarter. The position peaked at $242K in Q4 2019. 271 funds tracked by Wall St. Rank hold ESGE as of Q1 2020.

  • WealthPLAN Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 6,707 iShares ESG Aware MSCI EM ETF shares in Q1 2020, an estimated $242K.
  • WealthPLAN Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 1 quarter.
  • WealthPLAN Partners's iShares ESG Aware MSCI EM ETF position peaked at $242K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2020.

Based on WealthPLAN Partners's 13F filing for Q1 2020, filed 15 May 2020.