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Wealthspire Advisors (Maryland)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-372
Closed -$13K – 930
2019
Q1 		$13K Hold
372
– – ﹤0.01% 1422
2018
Q4 		$11K Hold
372
– – ﹤0.01% 1420
2018
Q3 		$12K Buy
+372
New +$12.5K ﹤0.01% 1455

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VMPIC
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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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ESGE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2019, closing a stake of 372 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in ESGE in Q3 2018 and held it in 3 quarters. The position peaked at $13K in Q1 2019. 137 funds tracked by Wall St. Rank hold ESGE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 372 iShares ESG Aware MSCI EM ETF shares in Q2 2019, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s iShares ESG Aware MSCI EM ETF position peaked at $13K in Q1 2019.
  • 137 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.