Capital Advisors Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Capital Advisors Wealth Management’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	$214K	Buy	+2,077	New	+$211K	0.03%	224

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

Capital Advisors Wealth Management's ESGD Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 2,077 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings.

754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Capital Advisors Wealth Management held 2,077 shares of iShares ESG Aware MSCI EAFE ETF worth $214K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new Capital Advisors Wealth Management position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #224 holding.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.