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

Vision Retirement’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 		$38.5K Hold
704
– – 0.01% 267
2026
Q1 		$32K Sell
704
-488
-41% -$23.1K 0.01% 265
2025
Q4 		$52.7K Buy
+1,192
New +$52.6K 0.01% 222

Other funds holding ESGE

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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vision Retirement's ESGE Position: Q2 2026 in Review

Vision Retirement held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2026 at 704 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #267.

Vision Retirement first reported a position in ESGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $52.7K in Q4 2025. 608 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Vision Retirement held 704 shares of iShares ESG Aware MSCI EM ETF worth $38.5K as of Q2 2026.
  • Vision Retirement left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #267 holding.
  • Vision Retirement first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares ESG Aware MSCI EM ETF position peaked at $52.7K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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