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Jackson Grant Investment Advisers’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Jackson Grant Investment Advisers’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
-15
Closed -$1K – 375
2020
Q4 		$1K Buy
+15
New +$990 ﹤0.01% 334

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHSU
Oregon Health & Science University Portland, Oregon $227M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Jackson Grant Investment Advisers's ESGV Position: Q1 2021 in Review

Jackson Grant Investment Advisers sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

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

  • Jackson Grant Investment Advisers reported no remaining Vanguard ESG US Stock ETF position as of Q1 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 15 Vanguard ESG US Stock ETF shares in Q1 2021, an estimated $1K.
  • Jackson Grant Investment Advisers first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Vanguard ESG US Stock ETF position peaked at $1K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2021, filed 22 Apr 2021.