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International Assets Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

International Assets Investment 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
-155,394
Closed -$2.91K – 1124
2024
Q3 		$2.91K Buy
155,394
+155,163
+67,170% +$15.2M 0.01% 755
2024
Q2 		$22.3K Buy
+231
New +$21.4K ﹤0.01% 1447

Other funds holding ESGV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

International Assets Investment Management's ESGV Position: Q4 2024 in Review

International Assets Investment Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 155,394 shares — an estimated $2.91K sold.

International Assets Investment Management first reported a position in ESGV in Q2 2024 and held it in 2 quarters. The position peaked at $22.3K in Q2 2024. 591 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • International Assets Investment Management reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 155,394 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $2.91K.
  • International Assets Investment Management first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's Vanguard ESG US Stock ETF position peaked at $22.3K in Q2 2024.
  • 591 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.