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Flagstar Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Flagstar 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
2025
Q3 		– Sell
-2,169
Closed -$238K – 187
2025
Q2 		$238K Buy
2,169
+5
+0.2% +$504 0.07% 184
2025
Q1 		$212K Buy
2,164
+6
+0.3% +$627 0.05% 210
2024
Q4 		$226K Buy
2,158
+6
+0.3% +$630 0.06% 203
2024
Q3 		$219K Buy
2,152
+6
+0.3% +$588 0.06% 202
2024
Q2 		$207K Buy
+2,146
New +$199K 0.06% 193
2022
Q4 		– Sell
-2,097
Closed -$132K – 183
2022
Q3 		$132K Buy
+2,097
New +$147K 0.05% 166

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return