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Hill Island Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Hill Island Financial’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
Q1 		– Sell
-42,270
Closed -$3.71M – 57
2021
Q4 		$3.71M Buy
+42,270
New +$3.61M 1.33% 13

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 $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hill Island Financial's ESGV Position: Q1 2022 in Review

Hill Island Financial sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 42,270 shares — an estimated $3.71M sold.

Hill Island Financial first reported a position in ESGV in Q4 2021 and held it in 1 quarter. The position peaked at $3.71M in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

  • Hill Island Financial reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Hill Island Financial sold 42,270 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $3.71M.
  • Hill Island Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 1 quarter.
  • Hill Island Financial's Vanguard ESG US Stock ETF position peaked at $3.71M in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on Hill Island Financial's 13F filing for Q1 2022, filed 12 Apr 2022.