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Vision Retirement’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Vision Retirement’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 		$13K Hold
126
– – ﹤0.01% 408
2026
Q1 		$12K Hold
126
– – ﹤0.01% 389
2025
Q4 		$12K Buy
+126
New +$11.9K ﹤0.01% 391

Other funds holding ESGD

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Vision Retirement's ESGD Position: Q2 2026 in Review

Vision Retirement held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 126 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Vision Retirement first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Vision Retirement held 126 shares of iShares ESG Aware MSCI EAFE ETF worth $13K as of Q2 2026.
  • Vision Retirement left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #408 holding.
  • Vision Retirement first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 728 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.