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Steinberg Global Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Steinberg Global Asset Management’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
2019
Q1 		$316K Hold
6,430
– – 0.05% 214
2018
Q4 		$276K Buy
+6,430
New +$297K 0.05% 207

Other funds holding ESGV

CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steinberg Global Asset Management's ESGV Position: Q1 2019 in Review

Steinberg Global Asset Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2019 at 6,430 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #214.

Steinberg Global Asset Management first reported a position in ESGV in Q4 2018 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold ESGV as of Q1 2019.

  • Steinberg Global Asset Management held 6,430 shares of Vanguard ESG US Stock ETF worth $316K as of Q1 2019.
  • Steinberg Global Asset Management left its Vanguard ESG US Stock ETF share count unchanged in Q1 2019.
  • Vanguard ESG US Stock ETF made up 0.05% of Steinberg Global Asset Management's portfolio in Q1 2019, its #214 holding.
  • Steinberg Global Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.