SFSG
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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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $564B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return