Capital Advantage
ESGD icon

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
Q3 		$1.05M Buy
10,175
+3,308
+48% +$347K 0.13% 69
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

Capital Advantage's ESGD Position: Q3 2026 in Review

Capital Advantage increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 48% in Q3 2026, buying an estimated $347K and bringing the position to 10,175 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #69.

Capital Advantage first reported a position in ESGD in Q4 2024 and has held it in 8 quarters since. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Capital Advantage held 10,175 shares of iShares ESG Aware MSCI EAFE ETF worth $1.05M as of Q3 2026.
  • Capital Advantage bought 3,308 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $347K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.13% of Capital Advantage's portfolio in Q3 2026, its #69 holding.
  • Capital Advantage first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.