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

Rossmore Private 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 		$30.8K Hold
300
– – ﹤0.01% 345
2026
Q1 		$28.7K Hold
300
– – ﹤0.01% 331
2025
Q4 		$28.5K Hold
300
– – ﹤0.01% 335
2025
Q3 		$27.9K Buy
+300
New +$27.1K ﹤0.01% 303

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rossmore Private Capital's ESGD Position: Q2 2026 in Review

Rossmore Private Capital held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 300 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Rossmore Private Capital first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Rossmore Private Capital held 300 shares of iShares ESG Aware MSCI EAFE ETF worth $30.8K as of Q2 2026.
  • Rossmore Private Capital left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #345 holding.
  • Rossmore Private Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.