Principal Financial Group
ESGV icon

Principal Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Principal Financial 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
-4,872
Closed -$390K – 2562
2021
Q3 		$390K Buy
4,872
+27
+0.6% +$2.22K ﹤0.01% 2241
2021
Q2 		$387K Buy
+4,845
New +$376K ﹤0.01% 2278

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

Principal Financial Group's ESGV Position: Q4 2021 in Review

Principal Financial Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2021, closing a stake of 4,872 shares — an estimated $390K sold.

Principal Financial Group first reported a position in ESGV in Q2 2021 and held it in 2 quarters. The position peaked at $390K in Q3 2021. 380 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

  • Principal Financial Group reported no remaining Vanguard ESG US Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 4,872 Vanguard ESG US Stock ETF shares in Q4 2021, an estimated $390K.
  • Principal Financial Group first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 2 quarters.
  • Principal Financial Group's Vanguard ESG US Stock ETF position peaked at $390K in Q3 2021.
  • 380 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.