CCA
ESGD icon

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

Cobblestone Capital Advisors’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
2025
Q3 		$1.16M Sell
12,441
-9
-0.1% -$814 0.06% 130
2025
Q2 		$1.11M Sell
12,450
-3,107
-20% -$265K 0.06% 129
2025
Q1 		$1.27M Sell
15,557
-881
-5% -$71.1K 0.07% 124
2024
Q4 		$1.25M Buy
16,438
+607
+4% +$48.3K 0.07% 117
2024
Q3 		$1.33M Buy
15,831
+1,218
+8% +$98.4K 0.07% 112
2024
Q2 		$1.15M Sell
14,613
-44
-0.3% -$3.49K 0.07% 117
2024
Q1 		$1.17M Buy
14,657
+307
+2% +$23.5K 0.07% 113
2023
Q4 		$1.08M Buy
14,350
+2,517
+21% +$178K 0.07% 116
2023
Q3 		$818K Buy
11,833
+352
+3% +$25.3K 0.06% 124
2023
Q2 		$837K Buy
11,481
+1,273
+12% +$92.9K 0.06% 128
2023
Q1 		$733K Sell
10,208
-61
-0.6% -$4.28K 0.05% 136
2022
Q4 		$675K Buy
10,269
+151
+1% +$9.48K 0.05% 142
2022
Q3 		$568K Buy
10,118
+1,185
+13% +$74.3K 0.05% 141
2022
Q2 		$561K Buy
8,933
+592
+7% +$40.4K 0.04% 148
2022
Q1 		$615K Buy
8,341
+712
+9% +$53.6K 0.04% 155
2021
Q4 		$606K Buy
7,629
+606
+9% +$48.3K 0.04% 158
2021
Q3 		$550K Buy
7,023
+3
+0% +$241 0.04% 157
2021
Q2 		$555K Buy
7,020
+192
+3% +$15.3K 0.04% 159
2021
Q1 		$518K Buy
6,828
+510
+8% +$38.4K 0.04% 166
2020
Q4 		$461K Buy
6,318
+1,592
+34% +$109K 0.04% 165
2020
Q3 		$300K Buy
4,726
+81
+2% +$5.17K 0.03% 196
2020
Q2 		$281K Sell
4,645
-445
-9% -$25.5K 0.03% 201
2020
Q1 		$271K Hold
5,090
– – 0.03% 209
2019
Q4 		$350K Buy
5,090
+200
+4% +$13.3K 0.03% 196
2019
Q3 		$314K Buy
+4,890
New +$309K 0.03% 191

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cobblestone Capital Advisors's ESGD Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.07% in Q3 2025, selling an estimated $814 and leaving 12,441 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #130.

Cobblestone Capital Advisors first reported a position in ESGD in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.33M in Q3 2024. 643 funds tracked by Wall St. Rank hold ESGD as of Q3 2025.

  • Cobblestone Capital Advisors held 12,441 shares of iShares ESG Aware MSCI EAFE ETF worth $1.16M as of Q3 2025.
  • Cobblestone Capital Advisors sold 9 iShares ESG Aware MSCI EAFE ETF shares in Q3 2025, an estimated $814.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #130 holding.
  • Cobblestone Capital Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 25 quarters since.
  • Cobblestone Capital Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.33M in Q3 2024.
  • 643 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.