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Financial Counselors Inc’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-7,827
Closed -$767K – 186
2025
Q1 		$767K Hold
7,827
– – 0.01% 361
2024
Q4 		$821K Hold
7,827
– – 0.01% 355
2024
Q3 		$796K Hold
7,827
– – 0.01% 371
2024
Q2 		$756K Hold
7,827
– – 0.01% 353
2024
Q1 		$729K Buy
7,827
+117
+2% +$10.4K 0.01% 364
2023
Q4 		$656K Hold
7,710
– – 0.01% 368
2023
Q3 		$580K Buy
7,710
+1,820
+31% +$143K 0.01% 375
2023
Q2 		$461K Hold
5,890
– – 0.01% 367
2023
Q1 		$422K Sell
5,890
-715
-11% -$49.8K 0.01% 385
2022
Q4 		$435K Buy
6,605
+416
+7% +$27.7K 0.01% 376
2022
Q3 		$389K Sell
6,189
-95
-2% -$6.67K 0.01% 373
2022
Q2 		$417K Hold
6,284
– – 0.01% 372
2022
Q1 		$510K Sell
6,284
-510
-8% -$41K 0.01% 359
2021
Q4 		$597K Buy
6,794
+705
+12% +$60.2K 0.01% 345
2021
Q3 		$487K Buy
6,089
+95
+2% +$7.83K 0.01% 371
2021
Q2 		$479K Sell
5,994
-515
-8% -$40K 0.01% 378
2021
Q1 		$480K Hold
6,509
– – 0.01% 374
2020
Q4 		$457K Buy
+6,509
New +$430K 0.01% 373

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Counselors Inc's ESGV Position: Q2 2025 in Review

Financial Counselors Inc sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 7,827 shares — an estimated $767K sold.

Financial Counselors Inc first reported a position in ESGV in Q4 2020 and held it in 18 quarters. The position peaked at $821K in Q4 2024. 623 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Financial Counselors Inc reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 7,827 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $767K.
  • Financial Counselors Inc first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 18 quarters.
  • Financial Counselors Inc's Vanguard ESG US Stock ETF position peaked at $821K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.