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
2025 Q2	$318K	Buy
2025 Q1	$284K	Sell
2024 Q4	$353K	Buy
2023 Q2	–	Sell
2023 Q1	$209K	Buy