AFA
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American Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

American Financial Advisors’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
2024
Q1 		– Sell
-3,367
Closed -$286K – 153
2023
Q4 		$286K Sell
3,367
-953
-22% -$75.1K 0.04% 109
2023
Q3 		$325K Sell
4,320
-36,023
-89% -$2.83M 0.05% 100
2023
Q2 		$3.16M Sell
40,343
-155,107
-79% -$11.4M 0.49% 35
2023
Q1 		$14M Sell
195,450
-11,248
-5% -$784K 2.28% 16
2022
Q4 		$13.6M Sell
206,698
-14,894
-7% -$993K 2.31% 16
2022
Q3 		$13.9M Sell
221,592
-5,849
-3% -$411K 2.41% 15
2022
Q2 		$15.1M Sell
227,441
-4,253
-2% -$307K 4.01% 10
2022
Q1 		$18.8M Buy
+231,694
New +$18.6M 2.61% 14

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return