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

Apella 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 		$8.14M Buy
78,962
+1,052
+1% +$107K 0.11% 130
2026
Q1 		$8.02M Sell
77,910
-1,570
-2% -$155K 0.12% 130
2025
Q4 		$7.56M Buy
79,480
+351
+0.4% +$33.1K 0.15% 111
2025
Q3 		$7.43M Sell
79,129
-4,684
-6% -$424K 0.17% 102
2025
Q2 		$7.39M Sell
83,813
-83
-0.1% -$7.08K 0.2% 90
2025
Q1 		$6.58M Sell
83,896
-1,167
-1% -$94.2K 0.23% 81
2024
Q4 		$6.48M Sell
85,063
-110
-0.1% -$8.75K 0.25% 65
2024
Q3 		$7.1M Buy
85,173
+222
+0.3% +$17.9K 0.29% 56
2024
Q2 		$6.77M Sell
84,951
-340
-0.4% -$27K 0.3% 53
2024
Q1 		$6.78M Sell
85,291
-3,460
-4% -$265K 0.34% 53
2023
Q4 		$6.59M Sell
88,751
-7,030
-7% -$498K 0.37% 54
2023
Q3 		$6.62M Buy
95,781
+2,607
+3% +$188K 0.47% 45
2023
Q2 		$6.8M Buy
+93,174
New +$6.8M 0.48% 46
2022
Q4 		$5.61M Buy
85,339
+16,404
+24% +$1.03M 0.51% 48
2022
Q3 		$3.87M Buy
68,935
+8,938
+15% +$560K 0.45% 49
2022
Q2 		$3.77M Buy
59,997
+4,950
+9% +$338K 0.45% 47
2022
Q1 		$4.06M Buy
55,047
+8,263
+18% +$622K 0.57% 37
2021
Q4 		$3.72M Buy
46,784
+7,310
+19% +$582K 0.47% 40
2021
Q3 		$3.09M Buy
39,474
+4,713
+14% +$378K 0.44% 49
2021
Q2 		$2.75M Buy
34,761
+7,773
+29% +$619K 0.45% 48
2021
Q1 		$2.05M Buy
26,988
+13,773
+104% +$1.04M 0.65% 38
2020
Q4 		$965K Buy
13,215
+4,995
+61% +$341K 0.34% 62
2020
Q3 		$522K Buy
8,220
+3,490
+74% +$223K 0.21% 80
2020
Q2 		$287K Buy
+4,730
New +$272K 0.13% 100

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

Apella Capital's ESGD Position: Q2 2026 in Review

Apella Capital increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.4% in Q2 2026, buying an estimated $107K and bringing the position to 78,962 shares worth $8.14M. The position accounts for 0.11% of the portfolio, ranked #130.

Apella Capital first reported a position in ESGD in Q2 2020 and has held it in 24 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Apella Capital held 78,962 shares of iShares ESG Aware MSCI EAFE ETF worth $8.14M as of Q2 2026.
  • Apella Capital bought 1,052 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $107K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Apella Capital's portfolio in Q2 2026, its #130 holding.
  • Apella Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.