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Emery Howard Portfolio Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Emery Howard Portfolio 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
Q4 		$934K Sell
10,629
-196
-2% -$16.7K 0.12% 25
2021
Q3 		$867K Buy
10,825
+31
+0.3% +$2.55K 0.13% 24
2021
Q2 		$863K Buy
10,794
+6,535
+153% +$507K 0.13% 24
2021
Q1 		$314K Buy
+4,259
New +$308K 0.05% 38

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Emery Howard Portfolio Management's ESGV Position: Q4 2021 in Review

Emery Howard Portfolio Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.8% in Q4 2021, selling an estimated $16.7K and leaving 10,629 shares worth $934K. The position accounts for 0.12% of the portfolio, ranked #25.

Emery Howard Portfolio Management first reported a position in ESGV in Q1 2021 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

  • Emery Howard Portfolio Management held 10,629 shares of Vanguard ESG US Stock ETF worth $934K as of Q4 2021.
  • Emery Howard Portfolio Management sold 196 Vanguard ESG US Stock ETF shares in Q4 2021, an estimated $16.7K.
  • Vanguard ESG US Stock ETF made up 0.12% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #25 holding.
  • Emery Howard Portfolio Management first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 4 quarters since.
  • 379 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.