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Keener Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Keener Financial Planning’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 		$408K Buy
3,977
+1,024
+35% +$104K 0.15% 39
2026
Q1 		$282K Sell
2,953
-291
-9% -$28.8K 0.12% 45
2025
Q4 		$308K Buy
3,244
+1,226
+61% +$116K 0.13% 44
2025
Q3 		$187K Hold
2,018
– – 0.09% 48
2025
Q2 		$180K Buy
2,018
+82
+4% +$6.99K 0.09% 54
2025
Q1 		$158K Sell
1,936
-33
-2% -$2.66K 0.1% 48
2024
Q4 		$149K Buy
1,969
+1,209
+159% +$96.2K 0.09% 58
2024
Q3 		$63K Sell
760
-1,338
-64% -$108K 0.04% 75
2024
Q2 		$165K Hold
2,098
– – 0.11% 49
2024
Q1 		$168K Hold
2,098
– – 0.12% 50
2023
Q4 		$158K Buy
+2,098
New +$149K 0.12% 51

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Keener Financial Planning's ESGD Position: Q2 2026 in Review

Keener Financial Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 35% in Q2 2026, buying an estimated $104K and bringing the position to 3,977 shares worth $408K. The position accounts for 0.15% of the portfolio, ranked #39.

Keener Financial Planning first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 450 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Keener Financial Planning held 3,977 shares of iShares ESG Aware MSCI EAFE ETF worth $408K as of Q2 2026.
  • Keener Financial Planning bought 1,024 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $104K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.15% of Keener Financial Planning's portfolio in Q2 2026, its #39 holding.
  • Keener Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.