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Vise Technologies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Vise Technologies’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.45M Hold
9,726
– – 0.03% 471
2025
Q4 		$1.45M Buy
9,726
+2,353
+32% +$348K 0.03% 472
2025
Q3 		$1.07M Buy
7,373
+3,331
+82% +$467K 0.04% 410
2025
Q2 		$547K Buy
+4,042
New +$505K 0.02% 606
2024
Q4 		$324K Buy
2,514
+45
+2% +$5.83K 0.03% 559
2024
Q3 		$312K Buy
+2,469
New +$300K 0.04% 434
2024
Q1 		– Sell
-3,326
Closed -$349K – 386
2023
Q4 		$349K Buy
3,326
+297
+10% +$29.1K 0.08% 242
2023
Q3 		$284K Buy
3,029
+573
+23% +$56.1K 0.07% 251
2023
Q2 		$239K Sell
2,456
-645
-21% -$59.6K 0.06% 289
2023
Q1 		$280K Buy
+3,101
New +$274K 0.07% 257

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies's ESGU Position: Q1 2026 in Review

Vise Technologies held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 9,726 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #471.

Vise Technologies first reported a position in ESGU in Q1 2023 and has held it in 10 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Vise Technologies held 9,726 shares of iShares ESG Aware MSCI USA ETF worth $1.45M as of Q1 2026.
  • Vise Technologies left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #471 holding.
  • Vise Technologies first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 10 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.