AlphaCore Capital
ESGD icon

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
Q3 		$594K Hold
5,769
– – 0.01% 724
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AlphaCore Capital's ESGD Position: Q3 2026 in Review

AlphaCore Capital held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 5,769 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #724.

AlphaCore Capital first reported a position in ESGD in Q1 2020 and has held it in 22 quarters since. The position peaked at $648K in Q1 2026. 504 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • AlphaCore Capital held 5,769 shares of iShares ESG Aware MSCI EAFE ETF worth $594K as of Q3 2026.
  • AlphaCore Capital left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #724 holding.
  • AlphaCore Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 22 quarters since.
  • AlphaCore Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $648K in Q1 2026.
  • 504 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.