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First American Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

First American Trust’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
2024
Q1 		– Sell
-64,166
Closed -$4.73M – 219
2023
Q4 		$4.73M Buy
+64,166
New +$5.06M 0.59% 62

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

First American Trust's ESGV Position: Q1 2024 in Review

First American Trust sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2024, closing a stake of 64,166 shares — an estimated $4.73M sold.

First American Trust first reported a position in ESGV in Q4 2023 and held it in 1 quarter. The position peaked at $4.73M in Q4 2023. 484 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • First American Trust reported no remaining Vanguard ESG US Stock ETF position as of Q1 2024 after selling out during the quarter.
  • First American Trust sold 64,166 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $4.73M.
  • First American Trust first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and held it in 1 quarter.
  • First American Trust's Vanguard ESG US Stock ETF position peaked at $4.73M in Q4 2023.
  • 484 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on First American Trust's 13F filing for Q1 2024, filed 13 May 2024.