SQA
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Simon Quick Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Simon Quick 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
Q4 		– Sell
-4,700
Closed -$557K – 407
2025
Q3 		$557K Hold
4,700
– – 0.03% 253
2025
Q2 		$515K Buy
+4,700
New +$474K 0.03% 244
2022
Q3 		– Sell
-4,672
Closed -$344K – 207
2022
Q2 		$344K Buy
4,672
+4,621
+9,061% +$334K 0.05% 133
2022
Q1 		$4K Buy
51
+1
+2% +$80 ﹤0.01% 322
2021
Q4 		$4K Hold
50
– – ﹤0.01% 337
2021
Q3 		$4K Hold
50
– – ﹤0.01% 382
2021
Q2 		$4K Buy
+50
New +$3.88K ﹤0.01% 404

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