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Cornerstone Planning Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cornerstone Planning Group’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 		$352K Sell
3,402
-269
-7% -$27.3K 0.04% 125
2026
Q1 		$370K Buy
3,671
+1,609
+78% +$159K 0.05% 115
2025
Q4 		$207K Buy
2,062
+62
+3% +$5.84K 0.03% 134
2025
Q3 		$189K Hold
2,000
– – 0.03% 140
2025
Q2 		$176K Buy
2,000
+37
+2% +$3.15K 0.04% 96
2025
Q1 		$162K Hold
1,963
– – 0.04% 100
2024
Q4 		$156K Buy
1,963
+26
+1% +$2.07K 0.04% 87
2024
Q3 		$156K Hold
1,937
– – 0.04% 87
2024
Q2 		$146K Buy
1,937
+35
+2% +$2.78K 0.04% 102
2024
Q1 		$150K Buy
1,902
+1
+0.1% +$77 0.05% 87
2023
Q4 		$144K Sell
1,901
-4
-0.2% -$283 0.05% 97
2023
Q3 		$132K Sell
1,905
-28
-1% -$2.02K 0.05% 96
2023
Q2 		$141K Buy
+1,933
New +$141K 0.06% 107
2022
Q4 		$65.5K Buy
+928
New +$58.3K 0.03% 222

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Cornerstone Planning Group's ESGD Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 7.3% in Q2 2026, selling an estimated $27.3K and leaving 3,402 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #125.

Cornerstone Planning Group first reported a position in ESGD in Q4 2022 and has held it in 14 quarters since. The position peaked at $370K in Q1 2026. 516 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Cornerstone Planning Group held 3,402 shares of iShares ESG Aware MSCI EAFE ETF worth $352K as of Q2 2026.
  • Cornerstone Planning Group sold 269 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $27.3K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Cornerstone Planning Group's portfolio in Q2 2026, its #125 holding.
  • Cornerstone Planning Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares ESG Aware MSCI EAFE ETF position peaked at $370K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.