ValuationViz

ESGD fund manager activity

ISHARES ESG MSCI EAFE ETF. Reported by 3 tracked fund managers in their 13F filings, Q3 2020 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsAdded6,578$677,8630.06%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ken Fisher - Fisher Asset ManagementAdded60,293$6,198,7260.00%Aug 4, 2026
David Katz - Matrix Asset AdvisorsAdded6,481$666,3120.05%Jul 15, 2026

Older quarters