Curi RMB Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Curi RMB Capital’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
2026 Q1	$291K	Hold	2,590	–	–	0.01%	730
2025 Q4	$313K	Hold	2,590	–	–	0.01%	739
2025 Q3	$307K	Hold	2,590	–	–	0.01%	598
2025 Q2	$284K	Buy	+2,590	New	+$261K	0.01%	593
2025 Q1	–	Sell	-2,590	Closed	-$272K	–	494
2024 Q4	$272K	Hold	2,590	–	–	0.01%	474
2024 Q3	$263K	Hold	2,590	–	–	0.01%	499
2024 Q2	$250K	Hold	2,590	–	–	0.01%	495
2024 Q1	$241K	Buy	+2,590	New	+$230K	0.01%	522

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Curi RMB Capital's ESGV Position: Q1 2026 in Review

Curi RMB Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 2,590 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #730.

Curi RMB Capital first reported a position in ESGV in Q1 2024 and has held it in 8 quarters since. The position peaked at $313K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Curi RMB Capital held 2,590 shares of Vanguard ESG US Stock ETF worth $291K as of Q1 2026.
Curi RMB Capital left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #730 holding.
Curi RMB Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and has held it in 8 quarters since.
Curi RMB Capital's Vanguard ESG US Stock ETF position peaked at $313K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.