MFA Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

MFA Wealth 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
2022 Q1	–	Sell	-5,931	Closed	-$521K	–	68
2021 Q4	$521K	Hold	5,931	–	–	0.22%	48
2021 Q3	$475K	Hold	5,931	–	–	0.22%	48
2021 Q2	$474K	Hold	5,931	–	–	0.21%	47
2021 Q1	$437K	Hold	5,931	–	–	0.21%	45
2020 Q4	$416K	Buy	+5,931	New	+$391K	0.37%	30

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MFA Wealth Advisors's ESGV Position: Q1 2022 in Review

MFA Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 5,931 shares — an estimated $521K sold.

MFA Wealth Advisors first reported a position in ESGV in Q4 2020 and held it in 5 quarters. The position peaked at $521K in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

MFA Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
MFA Wealth Advisors sold 5,931 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $521K.
MFA Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 5 quarters.
MFA Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $521K in Q4 2021.
373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on MFA Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.