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

Capital Analysts LLC’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
Q1 		$177K Sell
1,853
-12,855
-87% -$1.27M ﹤0.01% 665
2025
Q4 		$1.4M Buy
14,708
+253
+2% +$23.8K 0.04% 271
2025
Q3 		$1.34M Buy
14,455
+560
+4% +$50.7K 0.04% 266
2025
Q2 		$1.24M Buy
13,895
+2,553
+23% +$218K 0.04% 255
2025
Q1 		$926K Sell
11,342
-793
-7% -$64K 0.03% 274
2024
Q4 		$924K Buy
12,135
+110
+0.9% +$8.75K 0.04% 254
2024
Q3 		$1.01M Buy
12,025
+546
+5% +$44.1K 0.04% 242
2024
Q2 		$904K Buy
11,479
+1,029
+10% +$81.7K 0.04% 261
2024
Q1 		$835K Buy
10,450
+2,850
+38% +$218K 0.04% 261
2023
Q4 		$574K Sell
7,600
-575
-7% -$40.7K 0.03% 297
2023
Q3 		$565K Sell
8,175
-257
-3% -$18.5K 0.03% 284
2023
Q2 		$615K Sell
8,432
-105
-1% -$7.66K 0.03% 275
2023
Q1 		$613K Buy
8,537
+4,326
+103% +$304K 0.04% 273
2022
Q4 		$277K Sell
4,211
-998
-19% -$62.7K 0.02% 363
2022
Q3 		$292K Buy
5,209
+650
+14% +$40.7K 0.02% 318
2022
Q2 		$286K Buy
4,559
+505
+12% +$34.5K 0.02% 307
2022
Q1 		$299K Sell
4,054
-244
-6% -$18.4K 0.02% 308
2021
Q4 		$342K Buy
4,298
+99
+2% +$7.88K 0.02% 299
2021
Q3 		$329K Sell
4,199
-74
-2% -$5.94K 0.02% 298
2021
Q2 		$338K Buy
4,273
+1,618
+61% +$129K 0.02% 287
2021
Q1 		$202K Buy
2,655
+1,411
+113% +$106K 0.01% 335
2020
Q4 		$91K Buy
1,244
+520
+72% +$35.5K 0.01% 324
2020
Q3 		$46K Buy
724
+204
+39% +$13K ﹤0.01% 415
2020
Q2 		$31K Buy
520
+5
+1% +$287 ﹤0.01% 426
2020
Q1 		$27K Buy
+515
New +$32.4K ﹤0.01% 416

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Capital Analysts LLC's ESGD Position: Q1 2026 in Review

Capital Analysts LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 87% in Q1 2026, selling an estimated $1.27M and leaving 1,853 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Capital Analysts LLC first reported a position in ESGD in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.4M in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Capital Analysts LLC held 1,853 shares of iShares ESG Aware MSCI EAFE ETF worth $177K as of Q1 2026.
  • Capital Analysts LLC sold 12,855 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $1.27M.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #665 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
  • Capital Analysts LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $1.4M in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.