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Cape Ann Savings Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cape Ann Savings Bank’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 		$936K Buy
9,105
+770
+9% +$78.2K 0.44% 49
2026
Q1 		$797K Buy
8,335
+2,180
+35% +$216K 0.4% 51
2025
Q4 		$585K Buy
+6,155
New +$580K 0.3% 61

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cape Ann Savings Bank's ESGD Position: Q2 2026 in Review

Cape Ann Savings Bank increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.2% in Q2 2026, buying an estimated $78.2K and bringing the position to 9,105 shares worth $936K. The position accounts for 0.44% of the portfolio, ranked #49.

Cape Ann Savings Bank first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 486 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Cape Ann Savings Bank held 9,105 shares of iShares ESG Aware MSCI EAFE ETF worth $936K as of Q2 2026.
  • Cape Ann Savings Bank bought 770 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $78.2K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.44% of Cape Ann Savings Bank's portfolio in Q2 2026, its #49 holding.
  • Cape Ann Savings Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.