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Jordan Park Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Jordan Park Group’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
Q4 		– Sell
-47,892
Closed -$3.83M – 44
2021
Q3 		$3.83M Sell
47,892
-3,550
-7% -$292K 0.18% 23
2021
Q2 		$4.11M Sell
51,442
-3,090
-6% -$240K 0.22% 22
2021
Q1 		$4.02M Buy
+54,532
New +$3.95M 0.25% 20

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jordan Park Group's ESGV Position: Q4 2021 in Review

Jordan Park Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2021, closing a stake of 47,892 shares — an estimated $3.83M sold.

Jordan Park Group first reported a position in ESGV in Q1 2021 and held it in 3 quarters. The position peaked at $4.11M in Q2 2021. 380 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

  • Jordan Park Group reported no remaining Vanguard ESG US Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Jordan Park Group sold 47,892 Vanguard ESG US Stock ETF shares in Q4 2021, an estimated $3.83M.
  • Jordan Park Group first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and held it in 3 quarters.
  • Jordan Park Group's Vanguard ESG US Stock ETF position peaked at $4.11M in Q2 2021.
  • 380 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Jordan Park Group's 13F filing for Q4 2021, filed 14 Feb 2022.