Ima Wealth, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Ima Wealth, Inc.

$989 Million
Q3 2025

A detailed history of Ima Wealth, Inc. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Ima Wealth, Inc. holds 274,075 shares of ESGV stock, worth $32.6 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

274,075

Holding current value

$32.6 Million

% of portfolio

3.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$109.47 - $119.06 $30 Million - $32.6 Million	274,075 New	274,075 $32.5 Million

Others Institutions Holding ESGV

# of Institutions

705

Shares Held

31.3M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

3.48M
Shares

$414 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.68M
Shares

$200 Million
0.01% of portfolio
Wealthfront Advisers LLC

1.5M
Shares

$178 Million
0.43% of portfolio
Creative Planning Overland Park, KS

1.23M
Shares

$146 Million
0.11% of portfolio
Visa Foundation

1.17M
Shares

$139 Million
100.0% of portfolio

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

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