KMWM
ESGV icon

Keudell/Morrison Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Keudell/Morrison 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
2026
Q1 		– Sell
-2,010
Closed -$243K – 249
2025
Q4 		$243K Buy
+2,010
New +$241K 0.05% 204
2025
Q2 		$230K Buy
2,100
+14
+0.7% +$1.41K 0.05% 200
2025
Q1 		$204K Sell
2,086
-146
-7% -$15.3K 0.05% 205
2024
Q4 		$234K Buy
2,232
+2
+0.1% +$210 0.06% 193
2024
Q3 		$227K Buy
+2,230
New +$219K 0.06% 193

Other funds holding ESGV

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keudell/Morrison Wealth Management's ESGV Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 2,010 shares — an estimated $243K sold.

Keudell/Morrison Wealth Management first reported a position in ESGV in Q3 2024 and held it in 5 quarters. The position peaked at $243K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • Keudell/Morrison Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,010 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $243K.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 5 quarters.
  • Keudell/Morrison Wealth Management's Vanguard ESG US Stock ETF position peaked at $243K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.