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

Aptus Capital Advisors’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 		$4.07M Buy
39,588
+5,948
+18% +$604K 0.03% 401
2026
Q1 		$3.22M Buy
33,640
+176
+0.5% +$17.4K 0.03% 407
2025
Q4 		$3.18M Sell
33,464
-204
-0.6% -$19.2K 0.02% 383
2025
Q3 		$3.13M Sell
33,668
-175
-0.5% -$15.8K 0.02% 374
2025
Q2 		$3.02M Sell
33,843
-1,088
-3% -$92.8K 0.02% 363
2025
Q1 		$2.85M Sell
34,931
-1,061
-3% -$85.6K 0.03% 350
2024
Q4 		$2.74M Buy
35,992
+28,893
+407% +$2.3M 0.03% 349
2024
Q3 		$598K Sell
7,099
-48
-0.7% -$3.88K 0.01% 504
2024
Q2 		$563K Sell
7,147
-119
-2% -$9.45K 0.01% 482
2024
Q1 		$581K Buy
7,266
+7,145
+5,905% +$547K 0.01% 483
2023
Q4 		$9.14K Sell
121
-1,744
-94% -$124K ﹤0.01% 801
2023
Q3 		$129K Sell
1,865
-1,382
-43% -$99.5K ﹤0.01% 604
2023
Q2 		$237K Sell
3,247
-141
-4% -$10.3K 0.01% 454
2023
Q1 		$243K Buy
3,388
+3,012
+801% +$211K 0.01% 430
2022
Q4 		$24.7K Sell
376
-1,701
-82% -$107K ﹤0.01% 637
2022
Q3 		$117K Buy
2,077
+116
+6% +$7.27K ﹤0.01% 483
2022
Q2 		$123K Buy
1,961
+182
+10% +$12.4K ﹤0.01% 405
2022
Q1 		$131K Sell
1,779
-334
-16% -$25.2K ﹤0.01% 450
2021
Q4 		$168K Hold
2,113
– – 0.01% 369
2021
Q3 		$166K Sell
2,113
-51
-2% -$4.09K ﹤0.01% 359
2021
Q2 		$171K Buy
2,164
+350
+19% +$27.9K 0.01% 365
2021
Q1 		$138K Sell
1,814
-61
-3% -$4.59K ﹤0.01% 354
2020
Q4 		$136K Hold
1,875
– – 0.01% 325
2020
Q3 		$119K Buy
+1,875
New +$120K 0.01% 320

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

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

Aptus Capital Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 18% in Q2 2026, buying an estimated $604K and bringing the position to 39,588 shares worth $4.07M. The position accounts for 0.03% of the portfolio, ranked #401.

Aptus Capital Advisors first reported a position in ESGD in Q3 2020 and has held it in 24 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Aptus Capital Advisors held 39,588 shares of iShares ESG Aware MSCI EAFE ETF worth $4.07M as of Q2 2026.
  • Aptus Capital Advisors bought 5,948 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $604K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #401 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.