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

IFS 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 Q1	–	Sell	-828	Closed	-$58K	–	60
2020 Q4	$58K	Buy	+828	New	+$54.6K	0.04%	40

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Leo Brokerage Hurst, Texas $876M AUM

KIM

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

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

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

IFS Advisors's ESGV Position: Q1 2021 in Review

IFS Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2021, closing a stake of 828 shares — an estimated $58K sold.

IFS Advisors first reported a position in ESGV in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 251 funds tracked by Wall St. Rank hold ESGV as of Q1 2021.

IFS Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2021 after selling out during the quarter.
IFS Advisors sold 828 Vanguard ESG US Stock ETF shares in Q1 2021, an estimated $58K.
IFS Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 1 quarter.
IFS Advisors's Vanguard ESG US Stock ETF position peaked at $58K in Q4 2020.
251 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2021.

Based on IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.