Kingswood Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kingswood Wealth Advisors’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	-1,677	Closed	-$203K	–	941
2025 Q4	$203K	Buy	+1,677	New	+$201K	0.01%	825

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

Kingswood Wealth Advisors's ESGV Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,677 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in ESGV in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 1,677 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $203K.
Kingswood Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $203K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.