HC Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

HC Advisors’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 Q2	–	Sell	-3,000	Closed	-$221K	–	88
2021 Q1	$221K	Hold	3,000	–	–	0.14%	72
2020 Q4	$211K	Buy	+3,000	New	+$198K	0.14%	80

Other funds holding ESGV

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 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

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

Leo Brokerage Hurst, Texas $876M AUM

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

KIM

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

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

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

HC Advisors's ESGV Position: Q2 2021 in Review

HC Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2021, closing a stake of 3,000 shares — an estimated $221K sold.

HC Advisors first reported a position in ESGV in Q4 2020 and held it in 2 quarters. The position peaked at $221K in Q1 2021. 282 funds tracked by Wall St. Rank hold ESGV as of Q2 2021.

HC Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2021 after selling out during the quarter.
HC Advisors sold 3,000 Vanguard ESG US Stock ETF shares in Q2 2021, an estimated $221K.
HC Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 2 quarters.
HC Advisors's Vanguard ESG US Stock ETF position peaked at $221K in Q1 2021.
282 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2021.

Based on HC Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.