Integrated Wealth Concepts’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Integrated Wealth Concepts’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	$432K	Buy	3,845 +1,299	+51%	+$154K	﹤0.01%	1630
2025 Q4	$308K	Sell	2,546 -375	-13%	-$45K	﹤0.01%	1307
2025 Q3	$346K	Buy	2,921 +21	+0.7%	+$2.39K	﹤0.01%	1558
2025 Q2	$318K	Buy	2,900 +5	+0.2%	+$504	﹤0.01%	1517
2025 Q1	$284K	Sell	2,895 -473	-14%	-$49.5K	﹤0.01%	1434
2024 Q4	$353K	Buy	+3,368	New	+$353K	﹤0.01%	1282
2023 Q2	–	Sell	-2,919	Closed	-$209K	–	1572
2023 Q1	$209K	Buy	+2,919	New	+$203K	﹤0.01%	1207

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

Integrated Wealth Concepts's ESGV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Vanguard ESG US Stock ETF (ESGV) stake by 51% in Q1 2026, buying an estimated $154K and bringing the position to 3,845 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Integrated Wealth Concepts first reported a position in ESGV in Q1 2023 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Integrated Wealth Concepts held 3,845 shares of Vanguard ESG US Stock ETF worth $432K as of Q1 2026.
Integrated Wealth Concepts bought 1,299 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $154K.
Vanguard ESG US Stock ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1630 holding.
Integrated Wealth Concepts first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and has held it in 7 quarters since.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.