SHJ
ESGV icon

Sharkey, Howes & Javer’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sharkey, Howes & Javer’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
Q4 		– Sell
-5,144
Closed -$324K – 101
2022
Q3 		$324K Buy
+5,144
New +$361K 0.07% 90

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sharkey, Howes & Javer's ESGV Position: Q4 2022 in Review

Sharkey, Howes & Javer sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 5,144 shares — an estimated $324K sold.

Sharkey, Howes & Javer first reported a position in ESGV in Q3 2022 and held it in 1 quarter. The position peaked at $324K in Q3 2022. 401 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

  • Sharkey, Howes & Javer reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 5,144 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $324K.
  • Sharkey, Howes & Javer first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Vanguard ESG US Stock ETF position peaked at $324K in Q3 2022.
  • 401 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2022, filed 30 Jan 2023.