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MassMutual Private Wealth & Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

MassMutual Private Wealth & Trust’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
2022
Q3 		– Sell
-95
Closed -$6K – 1668
2022
Q2 		$6K Hold
95
– – ﹤0.01% 831
2022
Q1 		$8K Hold
95
– – ﹤0.01% 786
2021
Q4 		$8K Hold
95
– – ﹤0.01% 774
2021
Q3 		$8K Hold
95
– – ﹤0.01% 747
2021
Q2 		$8K Buy
+95
New +$7.37K ﹤0.01% 714

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's ESGV Position: Q3 2022 in Review

MassMutual Private Wealth & Trust sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2022, closing a stake of 95 shares — an estimated $6K sold.

MassMutual Private Wealth & Trust first reported a position in ESGV in Q2 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

  • MassMutual Private Wealth & Trust reported no remaining Vanguard ESG US Stock ETF position as of Q3 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 95 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $6K.
  • MassMutual Private Wealth & Trust first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 5 quarters.
  • MassMutual Private Wealth & Trust's Vanguard ESG US Stock ETF position peaked at $8K in Q1 2022.
  • 372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2022, filed 7 Oct 2022.