Cape Investment Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cape Investment Advisory’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	$72.7K	Buy	+707	New	+$71.8K	0.02%	405
2026 Q1	–	Sell	-707	Closed	-$67.2K	–	497
2025 Q4	$67.2K	Hold	707	–	–	0.02%	365
2025 Q3	$65.7K	Hold	707	–	–	0.06%	196
2025 Q2	$63.1K	Buy	707 +113	+19%	+$9.63K	0.02%	335
2025 Q1	$48.5K	Sell	594 -41	-6%	-$3.31K	0.02%	340
2024 Q4	$48.3K	Hold	635	–	–	0.02%	337
2024 Q3	$53.4K	Buy	+635	New	+$51.3K	0.02%	314

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cape Investment Advisory's ESGD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 707 shares worth $72.7K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ESGD as recently as Q4 2025.

Cape Investment Advisory first reported a position in ESGD in Q3 2024 and has held it in 7 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Cape Investment Advisory held 707 shares of iShares ESG Aware MSCI EAFE ETF worth $72.7K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new Cape Investment Advisory position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #405 holding.
Cape Investment Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.