Keel Point’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Keel Point’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	$4.09M	Buy	39,754 +600	+2%	+$61K	0.24%	62
2026 Q1	$3.74M	Hold	39,154	–	–	0.25%	58
2025 Q4	$3.72M	Buy	39,154 +715	+2%	+$67.4K	0.22%	67
2025 Q3	$3.57M	Hold	38,439	–	–	0.22%	76
2025 Q2	$3.43M	Buy	38,439 +690	+2%	+$58.8K	0.23%	78
2025 Q1	$3.08M	Hold	37,749	–	–	0.24%	77
2024 Q4	$2.87M	Buy	37,749 +482	+1%	+$38.4K	0.23%	80
2024 Q3	$3.14M	Hold	37,267	–	–	0.26%	73
2024 Q2	$2.94M	Buy	37,267 +666	+2%	+$52.9K	0.27%	68
2024 Q1	$2.92M	Hold	36,601	–	–	0.3%	63
2023 Q4	$2.76M	Buy	36,601 +13,958	+62%	+$988K	0.33%	62
2023 Q3	$1.57M	Buy	+22,643	New	+$1.63M	0.21%	81
2021 Q3	–	Sell	-9,994	Closed	-$790K	–	273
2021 Q2	$790K	Sell	9,994 -893	-8%	-$71.1K	0.09%	128
2021 Q1	$826K	Buy	10,887 +1,028	+10%	+$77.4K	0.08%	131
2020 Q4	$720K	Buy	9,859 +78	+0.8%	+$5.33K	0.06%	131
2020 Q3	$621K	Hold	9,781	–	–	0.06%	120
2020 Q2	$593K	Sell	9,781 -434	-4%	-$24.9K	0.06%	111
2020 Q1	$543K	Buy	+10,215	New	+$643K	0.07%	113

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

Keel Point's ESGD Position: Q2 2026 in Review

Keel Point increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.5% in Q2 2026, buying an estimated $61K and bringing the position to 39,754 shares worth $4.09M. The position accounts for 0.24% of the portfolio, ranked #62.

Keel Point first reported a position in ESGD in Q1 2020 and has held it in 18 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Keel Point held 39,754 shares of iShares ESG Aware MSCI EAFE ETF worth $4.09M as of Q2 2026.
Keel Point bought 600 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $61K.
iShares ESG Aware MSCI EAFE ETF made up 0.24% of Keel Point's portfolio in Q2 2026, its #62 holding.
Keel Point first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 18 quarters since.
757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.