KFS
ESGD icon

Kelly Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-1
Closed -$74 – 291
2024
Q2 		$74 Sell
1
-30
-97% -$2.38K ﹤0.01% 761
2024
Q1 		$2.47K Hold
31
– – ﹤0.01% 571
2023
Q4 		$2.34K Sell
31
-52
-63% -$3.68K ﹤0.01% 562
2023
Q3 		$5.74K Sell
83
-40
-33% -$2.88K ﹤0.01% 442
2023
Q2 		$8.98K Buy
123
+2
+2% +$146 ﹤0.01% 377
2023
Q1 		$8.68K Buy
121
+45
+59% +$3.16K ﹤0.01% 371
2022
Q4 		$4.98K Buy
76
+6
+9% +$377 ﹤0.01% 401
2022
Q3 		$3.95K Buy
70
+2
+3% +$125 ﹤0.01% 427
2022
Q2 		$4.29K Buy
68
+5
+8% +$341 ﹤0.01% 421
2022
Q1 		$4.64K Sell
63
-61
-49% -$4.59K ﹤0.01% 442
2021
Q4 		$9.84K Hold
124
– – ﹤0.01% 347
2021
Q3 		$9.73K Sell
124
-54,274
-100% -$4.36M 0.01% 334
2021
Q2 		$688K Buy
54,398
+54,316
+66,239% +$4.32M 0.03% 145
2021
Q1 		$6.22K Buy
+82
New +$6.17K ﹤0.01% 370

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Kelly Financial Services's ESGD Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2024, closing a stake of 1 share — an estimated $74 sold.

Kelly Financial Services first reported a position in ESGD in Q1 2021 and held it in 14 quarters. The position peaked at $688K in Q2 2021. 586 funds tracked by Wall St. Rank hold ESGD as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1 iShares ESG Aware MSCI EAFE ETF share in Q3 2024, an estimated $74.
  • Kelly Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and held it in 14 quarters.
  • Kelly Financial Services's iShares ESG Aware MSCI EAFE ETF position peaked at $688K in Q2 2021.
  • 586 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.