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Innovative Asset Advisors Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Innovative Asset Advisors Group’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
Q2 		– Sell
-100
Closed -$11.3K – 519
2026
Q1 		$11.3K Buy
+100
New +$11.9K 0.01% 613

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Innovative Asset Advisors Group's ESGV Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2026, closing a stake of 100 shares — an estimated $11.3K sold.

Innovative Asset Advisors Group first reported a position in ESGV in Q1 2026 and held it in 1 quarter. The position peaked at $11.3K in Q1 2026. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Vanguard ESG US Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 100 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $11.3K.
  • Innovative Asset Advisors Group first reported a position in Vanguard ESG US Stock ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Vanguard ESG US Stock ETF position peaked at $11.3K in Q1 2026.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.