EI
ESGV icon

EFG International’s Vanguard ESG US Stock ETF ESGV Stock Holding History

EFG International’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
Q2 		$727K Buy
5,499
+2,283
+71% +$291K 0.01% 465
2026
Q1 		$361K Sell
3,216
-5,712
-64% -$678K 0.01% 533
2025
Q4 		$1.08M Buy
+8,928
New +$1.07M 0.02% 372

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

EFG International's ESGV Position: Q2 2026 in Review

EFG International increased its Vanguard ESG US Stock ETF (ESGV) stake by 71% in Q2 2026, buying an estimated $291K and bringing the position to 5,499 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #465.

EFG International first reported a position in ESGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • EFG International held 5,499 shares of Vanguard ESG US Stock ETF worth $727K as of Q2 2026.
  • EFG International bought 2,283 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $291K.
  • Vanguard ESG US Stock ETF made up 0.01% of EFG International's portfolio in Q2 2026, its #465 holding.
  • EFG International first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Vanguard ESG US Stock ETF position peaked at $1.08M in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.