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

Verus Capital Partners’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	$400K	Buy	3,895 +9	+0.2%	+$914	0.02%	331
2026 Q1	$372K	Buy	3,886 +889	+30%	+$88K	0.03%	324
2025 Q4	$285K	Buy	2,997 +24	+0.8%	+$2.26K	0.02%	361
2025 Q3	$276K	Buy	2,973 +14	+0.5%	+$1.27K	0.02%	337
2025 Q2	$264K	Sell	2,959 -8	-0.3%	-$682	0.02%	316
2025 Q1	$242K	Hold	2,967	–	–	0.02%	319
2024 Q4	$226K	Buy	2,967 +254	+9%	+$20.2K	0.02%	327
2024 Q3	$228K	Buy	+2,713	New	+$219K	0.02%	319

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Verus Capital Partners's ESGD Position: Q2 2026 in Review

Verus Capital Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.23% in Q2 2026, buying an estimated $914 and bringing the position to 3,895 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #331.

Verus Capital Partners first reported a position in ESGD in Q3 2024 and has held it in 8 quarters since. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Verus Capital Partners held 3,895 shares of iShares ESG Aware MSCI EAFE ETF worth $400K as of Q2 2026.
Verus Capital Partners bought 9 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $914.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Verus Capital Partners's portfolio in Q2 2026, its #331 holding.
Verus Capital Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.