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Capasso Planning Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Capasso Planning Partners’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 		$624K Buy
6,071
+2
+0% +$203 0.31% 44
2026
Q1 		$580K Sell
6,069
-97
-2% -$9.6K 0.31% 41
2025
Q4 		$586K Sell
6,166
-490
-7% -$46.2K 0.32% 39
2025
Q3 		$619K Sell
6,656
-1,583
-19% -$143K 0.38% 37
2025
Q2 		$735K Buy
8,239
+281
+4% +$24K 0.42% 40
2025
Q1 		$650K Sell
7,958
-201
-2% -$16.2K 0.27% 59
2024
Q4 		$621K Sell
8,159
-112
-1% -$8.91K 0.25% 62
2024
Q3 		$696K Sell
8,271
-380
-4% -$30.7K 0.21% 78
2024
Q2 		$682K Sell
8,651
-63
-0.7% -$5K 0.22% 69
2024
Q1 		$696K Sell
8,714
-2,267
-21% -$174K 0.29% 49
2023
Q4 		$830K Buy
10,981
+1,308
+14% +$92.6K 0.39% 45
2023
Q3 		$669K Sell
9,673
-612
-6% -$44.1K 0.36% 44
2023
Q2 		$750K Buy
10,285
+717
+7% +$52.3K 0.4% 43
2023
Q1 		$687K Sell
9,568
-125
-1% -$8.77K 0.4% 44
2022
Q4 		$637K Buy
9,693
+933
+11% +$58.6K 0.41% 45
2022
Q3 		$492K Buy
8,760
+311
+4% +$19.5K 0.34% 51
2022
Q2 		$530K Buy
8,449
+354
+4% +$24.2K 0.38% 47
2022
Q1 		$597K Buy
8,095
+759
+10% +$57.2K 0.42% 45
2021
Q4 		$583K Buy
+7,336
New +$584K 0.43% 44

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

Capasso Planning Partners's ESGD Position: Q2 2026 in Review

Capasso Planning Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.03% in Q2 2026, buying an estimated $203 and bringing the position to 6,071 shares worth $624K. The position accounts for 0.31% of the portfolio, ranked #44.

Capasso Planning Partners first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. The position peaked at $830K in Q4 2023. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Capasso Planning Partners held 6,071 shares of iShares ESG Aware MSCI EAFE ETF worth $624K as of Q2 2026.
  • Capasso Planning Partners bought 2 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $203.
  • iShares ESG Aware MSCI EAFE ETF made up 0.31% of Capasso Planning Partners's portfolio in Q2 2026, its #44 holding.
  • Capasso Planning Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $830K in Q4 2023.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.