FPCP
ESGD icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fort Point Capital Partners's ESGD Position: Q1 2026 in Review

Fort Point Capital Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 6,577 shares worth $629K. The position accounts for 0.08% of the portfolio, ranked #128.

Fort Point Capital Partners first reported a position in ESGD in Q3 2019 and has held it in 20 quarters since. The position peaked at $647K in Q4 2025. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Fort Point Capital Partners held 6,577 shares of iShares ESG Aware MSCI EAFE ETF worth $629K as of Q1 2026.
  • Fort Point Capital Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Fort Point Capital Partners's portfolio in Q1 2026, its #128 holding.
  • Fort Point Capital Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 20 quarters since.
  • Fort Point Capital Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $647K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.