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.

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Ken Fisher - Fisher Asset ManagementTrimmed57,941$5,540,3170.00%May 5, 2026
David Katz - Matrix Asset AdvisorsTrimmed5,961$569,9910.05%Apr 22, 2026

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
Ken Fisher - Fisher Asset ManagementTrimmed59,285$5,637,4570.00%Feb 9, 2026
David Katz - Matrix Asset AdvisorsNo change6,036$573,9630.05%Jan 16, 2026

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