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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
Q2 		$236K Buy
+2,295
New +$233K 0.11% 88

Other funds holding ESGD

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
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Kellett Wealth Advisors's ESGD Position: Q2 2026 in Review

Kellett Wealth Advisors opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 2,295 shares worth $236K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings.

303 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Kellett Wealth Advisors held 2,295 shares of iShares ESG Aware MSCI EAFE ETF worth $236K as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Kellett Wealth Advisors position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Kellett Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • 303 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.