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TrueWealth LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

TrueWealth LLC’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
Q2 		$211K Buy
+3,747
New +$197K 0.09% 121

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
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrueWealth LLC's ESGV Position: Q2 2020 in Review

TrueWealth LLC opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q2 2020: 3,747 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #121 among its holdings.

147 funds tracked by Wall St. Rank hold ESGV as of Q2 2020.

  • TrueWealth LLC held 3,747 shares of Vanguard ESG US Stock ETF worth $211K as of Q2 2020.
  • Vanguard ESG US Stock ETF was a new TrueWealth LLC position in Q2 2020.
  • Vanguard ESG US Stock ETF made up 0.09% of TrueWealth LLC's portfolio in Q2 2020, its #121 holding.
  • 147 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.