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 Q3	$339K	Hold	2,500	–	–	﹤0.01%	1542
2026 Q2	$331K	Hold	2,500	–	–	﹤0.01%	1597
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

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IEQ Capital's ESGV Position: Q3 2026 in Review

IEQ Capital held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2026 at 2,500 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

IEQ Capital first reported a position in ESGV in Q1 2023 and has held it in 14 quarters since. 658 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

IEQ Capital held 2,500 shares of Vanguard ESG US Stock ETF worth $339K as of Q3 2026.
IEQ Capital left its Vanguard ESG US Stock ETF share count unchanged in Q3 2026.
Vanguard ESG US Stock ETF made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1542 holding.
IEQ Capital first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 14 quarters since.
658 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.