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SkyView Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

SkyView Investment 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
-18,267
Closed -$1.6M – 594
2021
Q4 		$1.6M Buy
18,267
+153
+0.8% +$13.1K 0.36% 67
2021
Q3 		$1.45M Buy
+18,114
New +$1.49M 0.41% 61

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
LB
Leo Brokerage Hurst, Texas $876M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SkyView Investment Advisors's ESGV Position: Q1 2022 in Review

SkyView Investment Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 18,267 shares — an estimated $1.6M sold.

SkyView Investment Advisors first reported a position in ESGV in Q3 2021 and held it in 2 quarters. The position peaked at $1.6M in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

  • SkyView Investment Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
  • SkyView Investment Advisors sold 18,267 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $1.6M.
  • SkyView Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and held it in 2 quarters.
  • SkyView Investment Advisors's Vanguard ESG US Stock ETF position peaked at $1.6M in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on SkyView Investment Advisors's 13F filing for Q1 2022, filed 17 May 2022.