RWG
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Regal Wealth Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Regal Wealth 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
Q2 		– Sell
-13
Closed -$1K – 117
2021
Q1 		$1K Sell
13
-4
-24% -$290 ﹤0.01% 231
2020
Q4 		$1K Buy
+17
New +$1.12K ﹤0.01% 202

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHSU
Oregon Health & Science University Portland, Oregon $227M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Wealth Group's ESGV Position: Q2 2021 in Review

Regal Wealth Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in ESGV in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 281 funds tracked by Wall St. Rank hold ESGV as of Q2 2021.

  • Regal Wealth Group reported no remaining Vanguard ESG US Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 13 Vanguard ESG US Stock ETF shares in Q2 2021, an estimated $1K.
  • Regal Wealth Group first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 2 quarters.
  • Regal Wealth Group's Vanguard ESG US Stock ETF position peaked at $1K in Q1 2021.
  • 281 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.