VISA FOUNDATION — 13F Holdings

2026 Q2  ·  2 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, VISA FOUNDATION maintained a portfolio of 2 distinct positions. The most significant new addition was iShares Core, now representing 6.54% of the total fund value.
Position History hover any row below to update
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VISA FOUNDATION Milwaukee, WI RIA / Wealth Manager AUM $155M
PCA Score Concentration Risk
Risk ENB
Total Positions
2
Quarter
2026 Q2
Top Holding
ESGV (93.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
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Showing 1-2 of 2

VISA FOUNDATION Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ESGV
Vanguard ESG US...
ETF 93.46% 100.00% #1
Prev: #1
6.5
-75,500 -6.4%
P
S
1,097,235 $145,098,356 2022 Q1 13F Filing 2026-06-30 2026-08-06
IEMG
iShares Core
ETF 6.54% #2
Prev: #—
7.6
122,500
NEW
122,500 $10,147,900 2026 Q2 13F Filing 2026-06-30 2026-08-06
Showing 1-2 of 2 holdings

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