Corepath Wealth Partners
ESGD icon

Corepath Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Corepath Wealth Partners’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 		– Sell
-2,586
Closed -$265K – 39
2026
Q2 		$265K Buy
2,586
+77
+3% +$7.82K 0.17% 35
2026
Q1 		$253K Buy
2,509
+220
+10% +$21.8K 0.17% 33
2025
Q4 		$226K Buy
2,289
+14
+0.6% +$1.32K 0.15% 36
2025
Q3 		$216K Buy
+2,275
New +$206K 0.16% 35

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Corepath Wealth Partners's ESGD Position: Q3 2026 in Review

Corepath Wealth Partners sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2026, closing a stake of 2,586 shares — an estimated $265K sold.

Corepath Wealth Partners first reported a position in ESGD in Q3 2025 and held it in 4 quarters. The position peaked at $265K in Q2 2026. 210 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Corepath Wealth Partners reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2026 after selling out during the quarter.
  • Corepath Wealth Partners sold 2,586 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $265K.
  • Corepath Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and held it in 4 quarters.
  • Corepath Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $265K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.