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Sellwood Investment Partners boosts ESG ETF holdings, while Financial Engines Advisors cuts its stake slightly.
Sellwood Investment Partners LLC invested significantly in two ESG-focused Vanguard ETFs in the fourth quarter, purchasing $14.64 million in VSGX and $33.45 million in ESGV, making ESGV their second-largest holding at 18% of their portfolio. Financial Engines Advisors L.L.C. reduced its ESGV holdings by 4.5%, selling 2,627 shares. Both ETFs focus on companies meeting environmental, social, and governance criteria.
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