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

CoreCap 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
2026
Q2 		$186K Buy
1,808
+254
+16% +$25.8K 0.01% 883
2026
Q1 		$150K Buy
1,554
+102
+7% +$10.1K 0.01% 889
2025
Q4 		$138K Buy
1,452
+191
+15% +$18K ﹤0.01% 915
2025
Q3 		$117K Buy
1,261
+208
+20% +$18.8K ﹤0.01% 973
2025
Q2 		$93.9K Sell
1,053
-755
-42% -$64.4K ﹤0.01% 1008
2025
Q1 		$148K Sell
1,808
-277
-13% -$22.4K 0.01% 765
2024
Q4 		$159K Sell
2,085
-128
-6% -$10.2K 0.01% 765
2024
Q3 		$186K Sell
2,213
-519
-19% -$41.9K 0.01% 714
2024
Q2 		$215K Hold
2,732
– – 0.02% 356
2024
Q1 		$218K Sell
2,732
-909
-25% -$69.6K 0.01% 599
2023
Q4 		$275K Sell
3,641
-196
-5% -$13.9K 0.02% 485
2023
Q3 		$265K Sell
3,837
-332
-8% -$23.9K 0.02% 449
2023
Q2 		$304K Buy
+4,169
New +$304K 0.02% 454
2022
Q4 		$256K Buy
3,895
+157
+4% +$9.86K 0.02% 475
2022
Q3 		$210K Buy
3,738
+1,005
+37% +$63K 0.02% 480
2022
Q2 		$172K Sell
2,733
-1,165
-30% -$79.5K 0.01% 553
2022
Q1 		$287K Sell
3,898
-345
-8% -$26K 0.02% 419
2021
Q4 		$337K Buy
+4,243
New +$338K 0.02% 420

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CoreCap Advisors's ESGD Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,808 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #883.

CoreCap Advisors first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. The position peaked at $337K in Q4 2021. 196 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • CoreCap Advisors held 1,808 shares of iShares ESG Aware MSCI EAFE ETF worth $186K as of Q2 2026.
  • CoreCap Advisors bought 254 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $25.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #883 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $337K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.