SFFS
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Stonehage Fleming Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stonehage Fleming Financial Services’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 		$374K Hold
3,328
– – 0.01% 132
2025
Q4 		$403K Hold
3,328
– – 0.01% 110
2025
Q3 		$394K Hold
3,328
– – 0.01% 116
2025
Q2 		$365K Hold
3,328
– – 0.01% 122
2025
Q1 		$326K Hold
3,328
– – 0.01% 105
2024
Q4 		$349K Hold
3,328
– – 0.01% 118
2024
Q3 		$338K Hold
3,328
– – 0.01% 117
2024
Q2 		$322K Buy
+3,328
New +$308K 0.01% 115
2024
Q1 		– Sell
-3,300
Closed -$281K – 204
2023
Q4 		$281K Buy
+3,300
New +$260K 0.01% 116

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