CAWM
ESGD icon

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
Q3 		$214K Hold
2,077
– – 0.02% 224
2026
Q2 		$214K Buy
+2,077
New +$211K 0.03% 224

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Capital Advisors Wealth Management's ESGD Position: Q3 2026 in Review

Capital Advisors Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 2,077 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #224.

Capital Advisors Wealth Management first reported a position in ESGD in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Capital Advisors Wealth Management held 2,077 shares of iShares ESG Aware MSCI EAFE ETF worth $214K as of Q3 2026.
  • Capital Advisors Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #224 holding.
  • Capital Advisors Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.