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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
Q2 		$1.74M Buy
31,802
+5,751
+22% +$301K 0.2% 70
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vision Capital Management's ESGE Position: Q2 2026 in Review

Vision Capital Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 22% in Q2 2026, buying an estimated $301K and bringing the position to 31,802 shares worth $1.74M. The position accounts for 0.2% of the portfolio, ranked #70.

Vision Capital Management first reported a position in ESGE in Q1 2020 and has held it in 26 quarters since. 637 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Vision Capital Management held 31,802 shares of iShares ESG Aware MSCI EM ETF worth $1.74M as of Q2 2026.
  • Vision Capital Management bought 5,751 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $301K.
  • iShares ESG Aware MSCI EM ETF made up 0.2% of Vision Capital Management's portfolio in Q2 2026, its #70 holding.
  • Vision Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 26 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.