Prime Capital Investment Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Prime Capital Investment Advisors’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	$249K	Buy	2,426 +13	+0.5%	+$1.32K	﹤0.01%	942
2026 Q1	$231K	Buy	+2,413	New	+$239K	﹤0.01%	935
2025 Q4	–	Sell	-3,181	Closed	-$296K	–	1053
2025 Q3	$296K	Buy	+3,181	New	+$288K	﹤0.01%	801
2025 Q2	–	Sell	-13,689	Closed	-$1.12M	–	1009
2025 Q1	$1.12M	Buy	+13,689	New	+$1.1M	0.01%	479
2020 Q3	–	Sell	-931	Closed	-$56K	–	464
2020 Q2	$56K	Sell	931 -223	-19%	-$12.8K	0.01%	311
2020 Q1	$61K	Hold	1,154	–	–	0.01%	270
2019 Q4	$79K	Hold	1,154	–	–	0.01%	264
2019 Q3	$74K	Hold	1,154	–	–	0.01%	268
2019 Q2	$74K	Buy	+1,154	New	+$73.7K	0.01%	219

Other funds holding ESGD

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Prime Capital Investment Advisors's ESGD Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.54% in Q2 2026, buying an estimated $1.32K and bringing the position to 2,426 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Prime Capital Investment Advisors first reported a position in ESGD in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.12M in Q1 2025. 622 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Prime Capital Investment Advisors held 2,426 shares of iShares ESG Aware MSCI EAFE ETF worth $249K as of Q2 2026.
Prime Capital Investment Advisors bought 13 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.32K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #942 holding.
Prime Capital Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 9 quarters since.
Prime Capital Investment Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $1.12M in Q1 2025.
622 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.