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

YorkBridge Wealth 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
2019 Q3	–	Sell	-340	Closed	-$12K	–	323
2019 Q2	$12K	Hold	340	–	–	0.01%	519
2019 Q1	$12K	Hold	340	–	–	0.01%	543
2018 Q4	$10K	Hold	340	–	–	0.01%	567
2018 Q3	$11K	Hold	340	–	–	0.01%	593
2018 Q2	$11K	Hold	340	–	–	﹤0.01%	606
2018 Q1	$13K	Hold	340	–	–	0.01%	593
2017 Q4	$13K	Buy	340 +40	+13%	+$1.44K	0.01%	605
2017 Q3	$10K	Buy	+300	New	+$10.2K	0.01%	632

Other funds holding ESGE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2019, closing a stake of 340 shares — an estimated $12K sold.

YorkBridge Wealth Partners first reported a position in ESGE in Q3 2017 and held it in 8 quarters. The position peaked at $13K in Q1 2018. 145 funds tracked by Wall St. Rank hold ESGE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 340 iShares ESG Aware MSCI EM ETF shares in Q3 2019, an estimated $12K.
YorkBridge Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2017 and held it in 8 quarters.
YorkBridge Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $13K in Q1 2018.
145 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2019.

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