CoreCap Advisors
ESGD icon

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
Q3 		$185K Sell
1,791
-17
-0.9% -$1.78K 0.01% 873
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% +$9.9K 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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

CoreCap Advisors's ESGD Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.94% in Q3 2026, selling an estimated $1.78K and leaving 1,791 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #873.

CoreCap Advisors first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. The position peaked at $337K in Q4 2021. 228 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • CoreCap Advisors held 1,791 shares of iShares ESG Aware MSCI EAFE ETF worth $185K as of Q3 2026.
  • CoreCap Advisors sold 17 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $1.78K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #873 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $337K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.