MFA
ESGV icon

Morling Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Morling Financial 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
2025
Q2 		– Sell
-1,524
Closed -$149K – 111
2025
Q1 		$149K Hold
1,524
– – 0.05% 84
2024
Q4 		$160K Hold
1,524
– – 0.06% 74
2024
Q3 		$155K Buy
+1,524
New +$149K 0.06% 70
2023
Q2 		– Sell
-2,716
Closed -$195K – 78
2023
Q1 		$195K Sell
2,716
-212
-7% -$14.8K 0.21% 54
2022
Q4 		$193K Buy
+2,928
New +$195K 0.25% 52

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morling Financial Advisors's ESGV Position: Q2 2025 in Review

Morling Financial Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 1,524 shares — an estimated $149K sold.

Morling Financial Advisors first reported a position in ESGV in Q4 2022 and held it in 5 quarters. The position peaked at $195K in Q1 2023. 620 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Morling Financial Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 1,524 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $149K.
  • Morling Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 5 quarters.
  • Morling Financial Advisors's Vanguard ESG US Stock ETF position peaked at $195K in Q1 2023.
  • 620 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.