CIAS
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Capital Investment Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Capital Investment Advisory Services’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 		– Sell
-9
Closed -$861 – 1310
2026
Q1 		$861 Buy
+9
New +$891 ﹤0.01% 1184
2025
Q1 		– Sell
-330
Closed -$25.1K – 1009
2024
Q4 		$25.1K Hold
330
– – ﹤0.01% 739
2024
Q3 		$27.8K Hold
330
– – ﹤0.01% 764
2024
Q2 		$26K Sell
330
-30
-8% -$2.38K ﹤0.01% 741
2024
Q1 		$28.8K Sell
360
-70
-16% -$5.36K ﹤0.01% 726
2023
Q4 		$32.5K Hold
430
– – ﹤0.01% 723
2023
Q3 		$29.7K Sell
430
-2,925
-87% -$211K ﹤0.01% 689
2023
Q2 		$245K Sell
3,355
-6,588
-66% -$481K 0.02% 413
2023
Q1 		$714K Sell
9,943
-3,070
-24% -$215K 0.08% 207
2022
Q4 		$855K Sell
13,013
-1,850
-12% -$116K 0.1% 187
2022
Q3 		$834K Sell
14,863
-46,355
-76% -$2.91M 0.11% 170
2022
Q2 		$3.84M Buy
61,218
+13,312
+28% +$909K 0.47% 41
2022
Q1 		$3.53M Sell
47,906
-1,990
-4% -$150K 0.38% 52
2021
Q4 		$3.96M Buy
49,896
+3,870
+8% +$308K 0.47% 46
2021
Q3 		$3.61M Buy
46,026
+3,980
+9% +$320K 0.46% 44
2021
Q2 		$3.32M Buy
42,046
+2,100
+5% +$167K 0.42% 54
2021
Q1 		$3.03M Buy
39,946
+16,458
+70% +$1.24M 0.43% 53
2020
Q4 		$1.72M Buy
23,488
+18,083
+335% +$1.24M 0.25% 90
2020
Q3 		$343K Buy
+5,405
New +$345K 0.06% 256

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Capital Investment Advisory Services's ESGD Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 9 shares — an estimated $861 sold.

Capital Investment Advisory Services first reported a position in ESGD in Q3 2020 and held it in 19 quarters. The position peaked at $3.96M in Q4 2021. 483 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Capital Investment Advisory Services reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 9 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $861.
  • Capital Investment Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and held it in 19 quarters.
  • Capital Investment Advisory Services's iShares ESG Aware MSCI EAFE ETF position peaked at $3.96M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.