KWM
ESGV icon

KW Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

KW 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
-2,405
Closed -$291K – 18
2025
Q4 		$291K Buy
2,405
+210
+10% +$25.2K 0.44% 54
2025
Q3 		$260K Buy
+2,195
New +$250K 0.44% 55

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 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 $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KW Wealth Management's ESGV Position: Q1 2026 in Review

KW Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 2,405 shares — an estimated $291K sold.

KW Wealth Management first reported a position in ESGV in Q3 2025 and held it in 2 quarters. The position peaked at $291K in Q4 2025. 679 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

  • KW Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 2,405 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $291K.
  • KW Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Vanguard ESG US Stock ETF position peaked at $291K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.