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IberiaBank’s Vanguard ESG US Stock ETF ESGV Stock Holding History

IberiaBank’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
Q2 		$1.98M Buy
35,171
+4,951
+16% +$260K 0.23% 101
2020
Q1 		$1.38M Buy
30,220
+25,147
+496% +$1.36M 0.18% 108
2019
Q4 		$287K Hold
5,073
– – 0.03% 198
2019
Q3 		$263K Buy
+5,073
New +$262K 0.03% 200

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IberiaBank's ESGV Position: Q2 2020 in Review

IberiaBank increased its Vanguard ESG US Stock ETF (ESGV) stake by 16% in Q2 2020, buying an estimated $260K and bringing the position to 35,171 shares worth $1.98M. The position accounts for 0.23% of the portfolio, ranked #101.

IberiaBank first reported a position in ESGV in Q3 2019 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold ESGV as of Q2 2020.

  • IberiaBank held 35,171 shares of Vanguard ESG US Stock ETF worth $1.98M as of Q2 2020.
  • IberiaBank bought 4,951 Vanguard ESG US Stock ETF shares in Q2 2020, an estimated $260K.
  • Vanguard ESG US Stock ETF made up 0.23% of IberiaBank's portfolio in Q2 2020, its #101 holding.
  • IberiaBank first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.