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Forte Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Forte Capital’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
2025
Q2 		$820K Hold
9,196
– – 0.09% 134
2025
Q1 		$751K Buy
9,196
+5,734
+166% +$463K 0.09% 136
2024
Q4 		$264K Buy
3,462
+129
+4% +$10.3K 0.03% 208
2024
Q3 		$281K Buy
3,333
+102
+3% +$8.24K 0.03% 210
2024
Q2 		$255K Hold
3,231
– – 0.03% 212
2024
Q1 		$258K Hold
3,231
– – 0.03% 211
2023
Q4 		$244K Hold
3,231
– – 0.03% 211
2023
Q3 		$223K Hold
3,231
– – 0.03% 199
2023
Q2 		$236K Hold
3,231
– – 0.03% 194
2023
Q1 		$232K Hold
3,231
– – 0.04% 196
2022
Q4 		$212K Buy
+3,231
New +$203K 0.04% 194

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forte Capital's ESGD Position: Q2 2025 in Review

Forte Capital held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2025 at 9,196 shares worth $820K. The position accounts for 0.09% of the portfolio, ranked #134.

Forte Capital first reported a position in ESGD in Q4 2022 and has held it in 11 quarters since. 644 funds tracked by Wall St. Rank hold ESGD as of Q2 2025.

  • Forte Capital held 9,196 shares of iShares ESG Aware MSCI EAFE ETF worth $820K as of Q2 2025.
  • Forte Capital left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2025.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Forte Capital's portfolio in Q2 2025, its #134 holding.
  • Forte Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 11 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.