Kellett Wealth Advisors
ESGD icon

Kellett Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kellett Wealth Advisors’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
Q3 		$236K Hold
2,295
– – 0.09% 96
2026
Q2 		$236K Buy
+2,295
New +$233K 0.11% 88

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Kellett Wealth Advisors's ESGD Position: Q3 2026 in Review

Kellett Wealth Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 2,295 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #96.

Kellett Wealth Advisors first reported a position in ESGD in Q2 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Kellett Wealth Advisors held 2,295 shares of iShares ESG Aware MSCI EAFE ETF worth $236K as of Q3 2026.
  • Kellett Wealth Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Kellett Wealth Advisors's portfolio in Q3 2026, its #96 holding.
  • Kellett Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.