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

AlphaCore Capital’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 		$593K Sell
5,769
-1,005
-15% -$102K 0.01% 613
2026
Q1 		$648K Buy
6,774
+1,984
+41% +$196K 0.02% 483
2025
Q4 		$455K Buy
4,790
+1,922
+67% +$181K 0.01% 639
2025
Q3 		$267K Hold
2,868
– – 0.01% 621
2025
Q2 		$256K Sell
2,868
-3,651
-56% -$311K 0.01% 520
2025
Q1 		$533K Buy
+6,519
New +$526K 0.05% 255
2024
Q1 		– Sell
-4,977
Closed -$376K – 217
2023
Q4 		$376K Sell
4,977
-42
-0.8% -$2.97K 0.05% 171
2023
Q3 		$347K Hold
5,019
– – 0.05% 173
2023
Q2 		$366K Buy
5,019
+518
+12% +$37.8K 0.06% 157
2023
Q1 		$323K Sell
4,501
-212
-4% -$14.9K 0.09% 99
2022
Q4 		$310K Buy
4,713
+1,136
+32% +$71.3K 0.12% 59
2022
Q3 		$201K Hold
3,577
– – 0.09% 66
2022
Q2 		$224K Buy
3,577
+5
+0.1% +$341 0.1% 64
2022
Q1 		$263K Buy
3,572
+636
+22% +$47.9K 0.1% 59
2021
Q4 		$233K Hold
2,936
– – 0.1% 49
2021
Q3 		$230K Sell
2,936
-785
-21% -$63K 0.12% 50
2021
Q2 		$294K Buy
3,721
+82
+2% +$6.53K 0.16% 31
2021
Q1 		$276K Buy
3,639
+988
+37% +$74.4K 0.18% 20
2020
Q4 		$194K Buy
2,651
+127
+5% +$8.67K 0.14% 28
2020
Q3 		$160K Buy
+2,524
New +$161K 0.15% 30
2020
Q2 		– Sell
-817
Closed -$43K – 148
2020
Q1 		$43K Buy
+817
New +$51.4K 0.03% 113

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlphaCore Capital's ESGD Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 15% in Q2 2026, selling an estimated $102K and leaving 5,769 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #613.

AlphaCore Capital first reported a position in ESGD in Q1 2020 and has held it in 21 quarters since. The position peaked at $648K in Q1 2026. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • AlphaCore Capital held 5,769 shares of iShares ESG Aware MSCI EAFE ETF worth $593K as of Q2 2026.
  • AlphaCore Capital sold 1,005 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $102K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #613 holding.
  • AlphaCore Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 21 quarters since.
  • AlphaCore Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $648K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.