WU
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Wealthsimple US’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wealthsimple US’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
2021
Q1 		$24.4M Sell
331,046
-7,034
-2% -$509K 14.46% 2
2020
Q4 		$23.7M Buy
338,080
+9,510
+3% +$628K 12.98% 3
2020
Q3 		$20.3M Buy
328,570
+24,031
+8% +$1.46M 13.53% 3
2020
Q2 		$17.2M Buy
304,539
+11,418
+4% +$600K 13.06% 2
2020
Q1 		$13.4M Buy
+293,121
New +$15.8M 11.78% 2

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHSU
Oregon Health & Science University Portland, Oregon $227M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthsimple US's ESGV Position: Q1 2021 in Review

Wealthsimple US reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.1% in Q1 2021, selling an estimated $509K and leaving 331,046 shares worth $24.4M. The position accounts for 14.46% of the portfolio, ranked #2.

Wealthsimple US first reported a position in ESGV in Q1 2020 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold ESGV as of Q1 2021.

  • Wealthsimple US held 331,046 shares of Vanguard ESG US Stock ETF worth $24.4M as of Q1 2021.
  • Wealthsimple US sold 7,034 Vanguard ESG US Stock ETF shares in Q1 2021, an estimated $509K.
  • Vanguard ESG US Stock ETF made up 14.46% of Wealthsimple US's portfolio in Q1 2021, its #2 holding.
  • Wealthsimple US first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.