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

Capital Advantage’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 		$706K Sell
6,867
-25
-0.4% -$2.54K 0.09% 81
2026
Q1 		$659K Buy
6,892
+424
+7% +$42K 0.09% 81
2025
Q4 		$615K Buy
6,468
+464
+8% +$43.7K 0.08% 89
2025
Q3 		$558K Buy
6,004
+326
+6% +$29.5K 0.08% 89
2025
Q2 		$507K Buy
5,678
+353
+7% +$30.1K 0.08% 95
2025
Q1 		$405K Hold
5,325
– – 0.07% 95
2024
Q4 		$405K Buy
+5,325
New +$424K 0.07% 95

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

Capital Advantage's ESGD Position: Q2 2026 in Review

Capital Advantage reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.36% in Q2 2026, selling an estimated $2.54K and leaving 6,867 shares worth $706K. The position accounts for 0.09% of the portfolio, ranked #81.

Capital Advantage first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Capital Advantage held 6,867 shares of iShares ESG Aware MSCI EAFE ETF worth $706K as of Q2 2026.
  • Capital Advantage sold 25 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.54K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Capital Advantage's portfolio in Q2 2026, its #81 holding.
  • Capital Advantage first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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