Triumph Capital Management
ESGD icon

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

Triumph Capital Management’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
Q3 		$62.8K Buy
609
+310
+104% +$32.5K 0.01% 630
2026
Q2 		$30.7K Hold
299
– – 0.01% 812
2026
Q1 		$28.6K Hold
299
– – 0.01% 779
2025
Q4 		$28.4K Buy
+299
New +$28.2K 0.01% 768

Other funds holding ESGD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

Triumph Capital Management's ESGD Position: Q3 2026 in Review

Triumph Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 104% in Q3 2026, buying an estimated $32.5K and bringing the position to 609 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #630.

Triumph Capital Management first reported a position in ESGD in Q4 2025 and has held it in 4 quarters since. 589 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Triumph Capital Management held 609 shares of iShares ESG Aware MSCI EAFE ETF worth $62.8K as of Q3 2026.
  • Triumph Capital Management bought 310 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $32.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #630 holding.
  • Triumph Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 589 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.