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Idaho Trust Bank’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Idaho Trust Bank’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
Q2 		– Sell
-22,309
Closed -$2.08M – 94
2024
Q1 		$2.08M Buy
+22,309
New +$1.98M 2.01% 16

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Idaho Trust Bank's ESGV Position: Q2 2024 in Review

Idaho Trust Bank sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 22,309 shares — an estimated $2.08M sold.

Idaho Trust Bank first reported a position in ESGV in Q1 2024 and held it in 1 quarter. The position peaked at $2.08M in Q1 2024. 495 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Idaho Trust Bank reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 22,309 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $2.08M.
  • Idaho Trust Bank first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Vanguard ESG US Stock ETF position peaked at $2.08M in Q1 2024.
  • 495 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.