Ethic Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ethic Inc’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 Q2	–	Sell	-3,613	Closed	-$293K	–	764
2022 Q1	$293K	Buy	+3,613	New	+$290K	0.02%	611

Other funds holding ESGV

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

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Ethic Inc's ESGV Position: Q2 2022 in Review

Ethic Inc sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 3,613 shares — an estimated $293K sold.

Ethic Inc first reported a position in ESGV in Q1 2022 and held it in 1 quarter. The position peaked at $293K in Q1 2022. 368 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

Ethic Inc reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
Ethic Inc sold 3,613 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $293K.
Ethic Inc first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and held it in 1 quarter.
Ethic Inc's Vanguard ESG US Stock ETF position peaked at $293K in Q1 2022.
368 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Ethic Inc's 13F filing for Q2 2022, filed 10 Aug 2022.