IWM
ESGV icon

IHT Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

IHT Wealth Management’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
2024
Q4 		– Sell
-2,252
Closed -$228K – 1115
2024
Q3 		$228K Buy
+2,252
New +$221K 0.01% 1035

Other funds holding ESGV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IHT Wealth Management's ESGV Position: Q4 2024 in Review

IHT Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 2,252 shares — an estimated $228K sold.

IHT Wealth Management first reported a position in ESGV in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 590 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • IHT Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 2,252 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $228K.
  • IHT Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's Vanguard ESG US Stock ETF position peaked at $228K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.