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

Moss Adams 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
2023
Q1 		– Sell
-64,714
Closed -$4.26M – 190
2022
Q4 		$4.26M Buy
+64,714
New +$4.32M 2.13% 11

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 $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moss Adams Wealth Advisors's ESGV Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 64,714 shares — an estimated $4.26M sold.

Moss Adams Wealth Advisors first reported a position in ESGV in Q4 2022 and held it in 1 quarter. The position peaked at $4.26M in Q4 2022. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 64,714 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $4.26M.
  • Moss Adams Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $4.26M in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.