Fort Point Capital Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Fort Point Capital 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 Q2	$676K	Hold	6,577	–	–	0.05%	140
2026 Q1	$629K	Hold	6,577	–	–	0.08%	128
2025 Q4	$647K	Hold	6,577	–	–	0.07%	133
2025 Q3	$612K	Hold	6,577	–	–	0.07%	134
2025 Q2	$587K	Sell	6,577 -334	-5%	-$28.5K	0.04%	205
2025 Q1	$565K	Sell	6,911 -492	-7%	-$39.7K	0.06%	185
2024 Q4	$564K	Hold	7,403	–	–	0.06%	188
2024 Q3	$623K	Hold	7,403	–	–	0.08%	159
2024 Q2	$583K	Buy	7,403 +43	+0.6%	+$3.42K	0.07%	180
2024 Q1	$588K	Sell	7,360 -75	-1%	-$5.75K	0.08%	181
2023 Q4	$562K	Hold	7,435	–	–	0.08%	162
2023 Q3	$514K	Hold	7,435	–	–	0.08%	141
2023 Q2	$542K	Buy	7,435 +4,100	+123%	+$299K	0.08%	145
2023 Q1	$240K	Sell	3,335 -769	-19%	-$54K	0.04%	241
2022 Q4	$270K	Buy	4,104 +100	+2%	+$6.28K	0.04%	218
2022 Q3	$225K	Hold	4,004	–	–	0.04%	248
2022 Q2	$251K	Hold	4,004	–	–	0.04%	243
2022 Q1	$295K	Buy	4,004 +1,052	+36%	+$79.2K	0.04%	234
2021 Q4	$235K	Buy	+2,952	New	+$235K	0.03%	255
2020 Q1	–	Sell	-5,430	Closed	-$373K	–	118
2019 Q4	$373K	Hold	5,430	–	–	0.13%	89
2019 Q3	$348K	Buy	+5,430	New	+$343K	0.13%	84

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fort Point Capital Partners's ESGD Position: Q2 2026 in Review

Fort Point Capital Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 6,577 shares worth $676K. The position accounts for 0.05% of the portfolio, ranked #140.

Fort Point Capital Partners first reported a position in ESGD in Q3 2019 and has held it in 21 quarters since. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Fort Point Capital Partners held 6,577 shares of iShares ESG Aware MSCI EAFE ETF worth $676K as of Q2 2026.
Fort Point Capital Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of Fort Point Capital Partners's portfolio in Q2 2026, its #140 holding.
Fort Point Capital Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 21 quarters since.
759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.