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Vise Technologies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Vise Technologies’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
11,615
+2,793
+32% +$284K 0.01% 719
2026
Q1 		$839K Hold
8,822
– – 0.02% 650
2025
Q4 		$839K Buy
+8,822
New +$832K 0.02% 655

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vise Technologies's ESGD Position: Q2 2026 in Review

Vise Technologies increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 32% in Q2 2026, buying an estimated $284K and bringing the position to 11,615 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #719.

Vise Technologies first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Vise Technologies held 11,615 shares of iShares ESG Aware MSCI EAFE ETF worth $1.19M as of Q2 2026.
  • Vise Technologies bought 2,793 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $284K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #719 holding.
  • Vise Technologies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.