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

Vicus 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
Q1 		$1.88M Buy
19,646
+2,723
+16% +$269K 0.14% 80
2025
Q4 		$1.61M Sell
16,923
-3,767
-18% -$355K 0.12% 85
2025
Q3 		$1.92M Sell
20,690
-2,511
-11% -$227K 0.15% 81
2025
Q2 		$2.07M Sell
23,201
-459
-2% -$39.1K 0.17% 66
2025
Q1 		$1.93M Sell
23,660
-1,178
-5% -$95.1K 0.18% 64
2024
Q4 		$1.89M Buy
24,838
+1,305
+6% +$104K 0.17% 64
2024
Q3 		$1.98M Buy
23,533
+777
+3% +$62.8K 0.18% 64
2024
Q2 		$1.79M Sell
22,756
-527
-2% -$41.9K 0.16% 70
2024
Q1 		$1.86M Sell
23,283
-129
-0.6% -$9.88K 0.17% 65
2023
Q4 		$1.77M Sell
23,412
-2,151
-8% -$152K 0.18% 61
2023
Q3 		$1.77M Buy
25,563
+1,128
+5% +$81.2K 0.19% 60
2023
Q2 		$1.78M Buy
24,435
+1,607
+7% +$117K 0.19% 63
2023
Q1 		$1.64M Buy
22,828
+90
+0.4% +$6.32K 0.18% 64
2022
Q4 		$1.49M Sell
22,738
-1,120
-5% -$70.3K 0.17% 67
2022
Q3 		$1.34M Buy
23,858
+280
+1% +$17.6K 0.16% 78
2022
Q2 		$1.48M Buy
23,578
+1,413
+6% +$96.4K 0.17% 77
2022
Q1 		$1.63M Buy
22,165
+699
+3% +$52.6K 0.16% 72
2021
Q4 		$1.67M Buy
21,466
+8,659
+68% +$689K 0.17% 72
2021
Q3 		$1M Buy
12,807
+1,536
+14% +$123K 0.16% 70
2021
Q2 		$891K Buy
11,271
+1,041
+10% +$82.9K 0.15% 81
2021
Q1 		$776K Buy
10,230
+1,067
+12% +$80.3K 0.09% 117
2020
Q4 		$669K Buy
9,163
+4,263
+87% +$291K 0.08% 122
2020
Q3 		$311K Sell
4,900
-1,863
-28% -$119K 0.04% 160
2020
Q2 		$410K Sell
6,763
-1,858
-22% -$107K 0.06% 138
2020
Q1 		$458K Buy
8,621
+1,878
+28% +$118K 0.09% 115
2019
Q4 		$464K Buy
6,743
+352
+6% +$23.5K 0.07% 131
2019
Q3 		$410K Buy
6,391
+1,211
+23% +$76.6K 0.06% 165
2019
Q2 		$333K Buy
+5,180
New +$331K 0.05% 177

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Vicus Capital's ESGD Position: Q1 2026 in Review

Vicus Capital increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 16% in Q1 2026, buying an estimated $269K and bringing the position to 19,646 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #80.

Vicus Capital first reported a position in ESGD in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.07M in Q2 2025. 746 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

  • Vicus Capital held 19,646 shares of iShares ESG Aware MSCI EAFE ETF worth $1.88M as of Q1 2026.
  • Vicus Capital bought 2,723 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $269K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.14% of Vicus Capital's portfolio in Q1 2026, its #80 holding.
  • Vicus Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 28 quarters since.
  • Vicus Capital's iShares ESG Aware MSCI EAFE ETF position peaked at $2.07M in Q2 2025.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.