BRWA
ESGV icon

B. Riley Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

B. Riley Wealth Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,582
Closed -$226K – 1519
2022
Q3 		$226K Buy
+3,582
New +$251K 0.01% 1170
2022
Q2 		– Sell
-5,433
Closed -$441K – 1278
2022
Q1 		$441K Sell
5,433
-1,384
-20% -$111K 0.01% 817
2021
Q4 		$600K Buy
6,817
+1,510
+28% +$129K 0.02% 723
2021
Q3 		$425K Buy
+5,307
New +$437K 0.01% 863

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VF
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Creative Planning
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Morgan Stanley
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return