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HBC Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

HBC Financial Services’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
2020
Q4 		– Sell
-8,651
Closed -$1.18M – 167
2020
Q3 		$1.18M Buy
8,651
+8,551
+8,551% +$520K 0.99% 11
2020
Q2 		$6K Buy
+100
New +$5.26K 0.01% 128

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHSU
Oregon Health & Science University Portland, Oregon $227M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

HBC Financial Services's ESGV Position: Q4 2020 in Review

HBC Financial Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2020, closing a stake of 8,651 shares — an estimated $1.18M sold.

HBC Financial Services first reported a position in ESGV in Q2 2020 and held it in 2 quarters. The position peaked at $1.18M in Q3 2020. 217 funds tracked by Wall St. Rank hold ESGV as of Q4 2020.

  • HBC Financial Services reported no remaining Vanguard ESG US Stock ETF position as of Q4 2020 after selling out during the quarter.
  • HBC Financial Services sold 8,651 Vanguard ESG US Stock ETF shares in Q4 2020, an estimated $1.18M.
  • HBC Financial Services first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and held it in 2 quarters.
  • HBC Financial Services's Vanguard ESG US Stock ETF position peaked at $1.18M in Q3 2020.
  • 217 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2020.

Based on HBC Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.