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

Fulcrum 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
2026
Q2 		$420K Sell
4,089
-855
-17% -$86.9K 0.09% 72
2026
Q1 		$473K Sell
4,944
-393
-7% -$38.9K 0.1% 65
2025
Q4 		$507K Sell
5,337
-130
-2% -$12.3K 0.1% 65
2025
Q3 		$508K Sell
5,467
-112
-2% -$10.1K 0.1% 62
2025
Q2 		$498K Sell
5,579
-343
-6% -$29.2K 0.11% 62
2025
Q1 		$484K Sell
5,922
-560
-9% -$45.2K 0.11% 63
2024
Q4 		$494K Hold
6,482
– – 0.1% 65
2024
Q3 		$546K Sell
6,482
-120
-2% -$9.7K 0.12% 64
2024
Q2 		$520K Sell
6,602
-404
-6% -$32.1K 0.12% 62
2024
Q1 		$560K Sell
7,006
-781
-10% -$59.8K 0.13% 61
2023
Q4 		$588K Sell
7,787
-840
-10% -$59.5K 0.15% 55
2023
Q3 		$596K Hold
8,627
– – 0.17% 52
2023
Q2 		$629K Hold
8,627
– – 0.17% 57
2023
Q1 		$620K Sell
8,627
-24,030
-74% -$1.69M 0.17% 60
2022
Q4 		$2.15M Sell
32,657
-176,868
-84% -$11.1M 0.62% 41
2022
Q3 		$11.8M Buy
+209,525
New +$13.1M 3.49% 4
2022
Q1 		– Sell
-12,655
Closed -$1.01M – 74
2021
Q4 		$1.01M Buy
12,655
+184
+1% +$14.7K 0.22% 47
2021
Q3 		$977K Buy
12,471
+130
+1% +$10.4K 0.23% 47
2021
Q2 		$975K Buy
12,341
+4,737
+62% +$377K 0.24% 42
2021
Q1 		$577K Buy
7,604
+3,827
+101% +$288K 0.17% 50
2020
Q4 		$276K Hold
3,777
– – 0.08% 66
2020
Q3 		$240K Buy
+3,777
New +$241K 0.09% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fulcrum Capital's ESGD Position: Q2 2026 in Review

Fulcrum Capital reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 17% in Q2 2026, selling an estimated $86.9K and leaving 4,089 shares worth $420K. The position accounts for 0.09% of the portfolio, ranked #72.

Fulcrum Capital first reported a position in ESGD in Q3 2020 and has held it in 22 quarters since. The position peaked at $11.8M in Q3 2022. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Fulcrum Capital held 4,089 shares of iShares ESG Aware MSCI EAFE ETF worth $420K as of Q2 2026.
  • Fulcrum Capital sold 855 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $86.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Fulcrum Capital's portfolio in Q2 2026, its #72 holding.
  • Fulcrum Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 22 quarters since.
  • Fulcrum Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $11.8M in Q3 2022.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.