ESGD — ISHARES MSCI EAFE ESG SELECT ETF

Ownership history in Prime Capital Investment Advisors, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Prime Capital Investment Advisors, LLC reported a position in ISHARES MSCI EAFE ESG SELECT ETF (ESGD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q2)
Avg. % of fund
0.01%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,181 -10,508 -76.8% 0.00% $296K $91.25
2025 Q1 ADDED 13,689 +12,758 +1370.4% 0.01% $1.1M $78.70
2020 Q2 REDUCED 931 -223 -19.3% 0.01% $56K $51.63
2020 Q1 UNCHANGED 1,154 — 0% 0.01% $61K $44.87
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGD price (monthly, adj. close)

Other funds also holding ESGD

As of 2025 Q4 — sorted by position size

Forefront Analytics, LLC 3Y 7Y 17.73% IMPACTfolio, LLC 3Y 15.95% Olde Wealth Management, LLC 3Y 11.98% LFA - Lugano Financial Advisors SA 3Y 7Y 11.27% Bond & Devick Financial Network, Inc. 3Y 9.12% High Note Wealth, LLC 3Y 5.89% Shira Ridge Wealth Management 3Y 5.22% Laurel Wealth Planning LLC 3Y 4.83% Windsor Capital Management, LLC 3Y 7Y 4.75% Balanced Rock Investment Advisors LLC 3.04%
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