Advisors Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Advisors Capital Management’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	$535K	Hold	5,208	–	–	0.01%	428
2026 Q1	$498K	Hold	5,208	–	–	0.01%	393
2025 Q4	$495K	Buy	+5,208	New	+$491K	0.01%	402

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisors Capital Management's ESGD Position: Q2 2026 in Review

Advisors Capital Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 5,208 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #428.

Advisors Capital Management first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Advisors Capital Management held 5,208 shares of iShares ESG Aware MSCI EAFE ETF worth $535K as of Q2 2026.
Advisors Capital Management 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 Advisors Capital Management's portfolio in Q2 2026, its #428 holding.
Advisors Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.