SFSG
ESGV icon

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

Stearns Financial Services 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
2020
Q3 		$11K Buy
175
+140
+400% +$8.51K ﹤0.01% 198
2020
Q2 		$2K Buy
35
+3
+9% +$158 ﹤0.01% 189
2020
Q1 		$1K Buy
+32
New +$1.73K ﹤0.01% 203

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Stearns Financial Services Group's ESGV Position: Q3 2020 in Review

Stearns Financial Services Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 400% in Q3 2020, buying an estimated $8.51K and bringing the position to 175 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Stearns Financial Services Group first reported a position in ESGV in Q1 2020 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold ESGV as of Q3 2020.

  • Stearns Financial Services Group held 175 shares of Vanguard ESG US Stock ETF worth $11K as of Q3 2020.
  • Stearns Financial Services Group bought 140 Vanguard ESG US Stock ETF shares in Q3 2020, an estimated $8.51K.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #198 holding.
  • Stearns Financial Services Group first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.