Cardinal Point Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cardinal Point Wealth Management’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
2021 Q3	$218K	Buy	+2,725	New	+$224K	0.1%	38

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cardinal Point Wealth Management's ESGV Position: Q3 2021 in Review

Cardinal Point Wealth Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2021: 2,725 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #38 among its holdings.

299 funds tracked by Wall St. Rank hold ESGV as of Q3 2021.

Cardinal Point Wealth Management held 2,725 shares of Vanguard ESG US Stock ETF worth $218K as of Q3 2021.
Vanguard ESG US Stock ETF was a new Cardinal Point Wealth Management position in Q3 2021.
Vanguard ESG US Stock ETF made up 0.1% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #38 holding.
299 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.