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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Keel Point's ESGD Position: Q1 2026 in Review

Keel Point held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 39,154 shares worth $3.74M. The position accounts for 0.25% of the portfolio, ranked #58.

Keel Point first reported a position in ESGD in Q1 2020 and has held it in 17 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Keel Point held 39,154 shares of iShares ESG Aware MSCI EAFE ETF worth $3.74M as of Q1 2026.
Keel Point left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.25% of Keel Point's portfolio in Q1 2026, its #58 holding.
Keel Point first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 17 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.