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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
Q2 		$5.27M Buy
32,222
+22,496
+231% +$3.56M 0.06% 267
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vise Technologies's ESGU Position: Q2 2026 in Review

Vise Technologies increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 231% in Q2 2026, buying an estimated $3.56M and bringing the position to 32,222 shares worth $5.27M. The position accounts for 0.06% of the portfolio, ranked #267.

Vise Technologies first reported a position in ESGU in Q1 2023 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Vise Technologies held 32,222 shares of iShares ESG Aware MSCI USA ETF worth $5.27M as of Q2 2026.
  • Vise Technologies bought 22,496 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.56M.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Vise Technologies's portfolio in Q2 2026, its #267 holding.
  • Vise Technologies first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 11 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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