YorkBridge Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

YorkBridge Wealth Partners’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-35	Closed	-$2K	–	322
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	696
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	695
2018 Q4	$2K	Hold	35	–	–	﹤0.01%	678
2018 Q3	$2K	Hold	35	–	–	﹤0.01%	703
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	776
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	771
2017 Q4	$2K	Sell	35 -15	-30%	-$1.01K	﹤0.01%	794
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	737
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	735
2017 Q1	$3K	Buy	+50	New	+$2.92K	﹤0.01%	724

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

YorkBridge Wealth Partners's ESGD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2019, closing a stake of 35 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in ESGD in Q1 2017 and held it in 10 quarters. The position peaked at $3K in Q3 2017. 172 funds tracked by Wall St. Rank hold ESGD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 35 iShares ESG Aware MSCI EAFE ETF shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $3K in Q3 2017.
172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.