IEQ Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

IEQ 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	$281K	Hold	2,500	–	–	﹤0.01%	1544
2025 Q4	$302K	Hold	2,500	–	–	﹤0.01%	1530
2025 Q3	$296K	Sell	2,500 -92	-4%	-$10.5K	﹤0.01%	1532
2025 Q2	$284K	Sell	2,592 -297	-10%	-$29.9K	﹤0.01%	1429
2025 Q1	$283K	Buy	2,889 +297	+11%	+$31.1K	﹤0.01%	1214
2024 Q4	$272K	Hold	2,592	–	–	﹤0.01%	1066
2024 Q3	$263K	Hold	2,592	–	–	﹤0.01%	967
2024 Q2	$250K	Hold	2,592	–	–	﹤0.01%	850
2024 Q1	$242K	Hold	2,592	–	–	﹤0.01%	827
2023 Q4	$220K	Buy	+2,592	New	+$204K	﹤0.01%	816
2023 Q3	–	Sell	-2,592	Closed	-$203K	–	946
2023 Q2	$203K	Sell	2,592 -1,623	-39%	-$120K	﹤0.01%	803
2023 Q1	$302K	Buy	+4,215	New	+$294K	0.01%	714

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

IEQ Capital's ESGV Position: Q1 2026 in Review

IEQ Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2026 at 2,500 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

IEQ Capital first reported a position in ESGV in Q1 2023 and has held it in 12 quarters since. The position peaked at $302K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

IEQ Capital held 2,500 shares of Vanguard ESG US Stock ETF worth $281K as of Q1 2026.
IEQ Capital left its Vanguard ESG US Stock ETF share count unchanged in Q1 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1544 holding.
IEQ Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 12 quarters since.
IEQ Capital's Vanguard ESG US Stock ETF position peaked at $302K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

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