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Keel Point’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Keel Point’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
Q3 		– Sell
-12,073
Closed -$966K – 275
2021
Q2 		$966K Sell
12,073
-953
-7% -$73.9K 0.11% 121
2021
Q1 		$961K Buy
13,026
+6,726
+107% +$487K 0.09% 127
2020
Q4 		$442K Buy
+6,300
New +$416K 0.04% 159

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Keel Point's ESGV Position: Q3 2021 in Review

Keel Point sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2021, closing a stake of 12,073 shares — an estimated $966K sold.

Keel Point first reported a position in ESGV in Q4 2020 and held it in 3 quarters. The position peaked at $966K in Q2 2021. 300 funds tracked by Wall St. Rank hold ESGV as of Q3 2021.

  • Keel Point reported no remaining Vanguard ESG US Stock ETF position as of Q3 2021 after selling out during the quarter.
  • Keel Point sold 12,073 Vanguard ESG US Stock ETF shares in Q3 2021, an estimated $966K.
  • Keel Point first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 3 quarters.
  • Keel Point's Vanguard ESG US Stock ETF position peaked at $966K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2021.

Based on Keel Point's 13F filing for Q3 2021, filed 4 Nov 2021.