FCBT
ESGV icon

First Citizens Bank & Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

First Citizens Bank & Trust’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
Q1 		– Sell
-2,019
Closed -$212K – 522
2024
Q4 		$212K Hold
2,019
– – ﹤0.01% 452
2024
Q3 		$205K Buy
+2,019
New +$198K ﹤0.01% 447

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 $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Citizens Bank & Trust's ESGV Position: Q1 2025 in Review

First Citizens Bank & Trust sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2025, closing a stake of 2,019 shares — an estimated $212K sold.

First Citizens Bank & Trust first reported a position in ESGV in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q4 2024. 585 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

  • First Citizens Bank & Trust reported no remaining Vanguard ESG US Stock ETF position as of Q1 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 2,019 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $212K.
  • First Citizens Bank & Trust first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 2 quarters.
  • First Citizens Bank & Trust's Vanguard ESG US Stock ETF position peaked at $212K in Q4 2024.
  • 585 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on First Citizens Bank & Trust's 13F filing for Q1 2025, filed 14 Apr 2025.