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Vision Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Vision Capital Management’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Sell
26,051
-235
-0.9% -$11.1K 0.15% 77
2025
Q4 		$1.16M Buy
26,286
+308
+1% +$13.6K 0.14% 77
2025
Q3 		$1.13M Sell
25,978
-4,965
-16% -$203K 0.14% 74
2025
Q2 		$1.21M Buy
30,943
+7,149
+30% +$259K 0.16% 70
2025
Q1 		$832K Sell
23,794
-2,091
-8% -$72.8K 0.12% 79
2024
Q4 		$864K Buy
25,885
+233
+0.9% +$8.22K 0.13% 77
2024
Q3 		$934K Buy
25,652
+3,519
+16% +$120K 0.13% 79
2024
Q2 		$742K Sell
22,133
-955
-4% -$31.5K 0.11% 81
2024
Q1 		$744K Sell
23,088
-423
-2% -$13.3K 0.11% 80
2023
Q4 		$754K Sell
23,511
-557
-2% -$17.2K 0.12% 80
2023
Q3 		$729K Buy
24,068
+161
+0.7% +$5.1K 0.13% 71
2023
Q2 		$756K Buy
23,907
+665
+3% +$20.9K 0.13% 74
2023
Q1 		$732K Sell
23,242
-3,937
-14% -$125K 0.13% 76
2022
Q4 		$817K Buy
27,179
+5,724
+27% +$168K 0.16% 73
2022
Q3 		$594K Buy
21,455
+3,811
+22% +$119K 0.12% 74
2022
Q2 		$570K Sell
17,644
-304
-2% -$10.3K 0.11% 78
2022
Q1 		$659K Buy
17,948
+1,443
+9% +$55.4K 0.11% 79
2021
Q4 		$656K Buy
16,505
+2,494
+18% +$103K 0.1% 82
2021
Q3 		$581K Buy
14,011
+2,420
+21% +$103K 0.09% 79
2021
Q2 		$523K Buy
11,591
+2,007
+21% +$88.9K 0.09% 83
2021
Q1 		$415K Buy
9,584
+340
+4% +$15.1K 0.07% 85
2020
Q4 		$388K Sell
9,244
-1,193
-11% -$46.5K 0.07% 86
2020
Q3 		$372K Buy
10,437
+17
+0.2% +$602 0.08% 81
2020
Q2 		$334K Sell
10,420
-626
-6% -$18.8K 0.08% 84
2020
Q1 		$302K Buy
+11,046
New +$365K 0.08% 79

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Vision Capital Management's ESGE Position: Q1 2026 in Review

Vision Capital Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.89% in Q1 2026, selling an estimated $11.1K and leaving 26,051 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #77.

Vision Capital Management first reported a position in ESGE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.21M in Q2 2025. 601 funds tracked by Wall St. Rank hold ESGE as of Q1 2026.

  • Vision Capital Management held 26,051 shares of iShares ESG Aware MSCI EM ETF worth $1.18M as of Q1 2026.
  • Vision Capital Management sold 235 iShares ESG Aware MSCI EM ETF shares in Q1 2026, an estimated $11.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.15% of Vision Capital Management's portfolio in Q1 2026, its #77 holding.
  • Vision Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 25 quarters since.
  • Vision Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $1.21M in Q2 2025.
  • 601 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.