Kelman-Lazarov Inc’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $276K | Sell |
2,680
-1,240
| -32% | -$126K | 0.04% | 131 |
|
|
2026
Q1 | $375K | Sell |
3,920
-944
| -19% | -$93.4K | 0.05% | 102 |
|
|
2025
Q4 | $462K | Sell |
4,864
-11
| -0.2% | -$1.04K | 0.07% | 93 |
|
|
2025
Q3 | $453K | Buy |
4,875
+312
| +7% | +$28.2K | 0.07% | 92 |
|
|
2025
Q2 | $407K | Buy |
4,563
+28
| +0.6% | +$2.39K | 0.07% | 86 |
|
|
2025
Q1 | $370K | Sell |
4,535
-933
| -17% | -$75.3K | 0.07% | 85 |
|
|
2024
Q4 | $416K | Buy |
5,468
+113
| +2% | +$8.99K | 0.07% | 78 |
|
|
2024
Q3 | $451K | Sell |
5,355
-286
| -5% | -$23.1K | 0.08% | 75 |
|
|
2024
Q2 | $444K | Sell |
5,641
-1,199
| -18% | -$95.2K | 0.08% | 73 |
|
|
2024
Q1 | $547K | Sell |
6,840
-30
| -0.4% | -$2.3K | 0.11% | 66 |
|
|
2023
Q4 | $519K | Buy |
6,870
+15
| +0.2% | +$1.06K | 0.11% | 66 |
|
|
2023
Q3 | $474K | Sell |
6,855
-407
| -6% | -$29.3K | 0.11% | 63 |
|
|
2023
Q2 | $530K | Sell |
7,262
-39
| -0.5% | -$2.85K | 0.13% | 61 |
|
|
2023
Q1 | $525K | Sell |
7,301
-44
| -0.6% | -$3.09K | 0.14% | 55 |
|
|
2022
Q4 | $483K | Sell |
7,345
-2,383
| -24% | -$150K | 0.14% | 57 |
|
|
2022
Q3 | $546K | Sell |
9,728
-785
| -7% | -$49.2K | 0.19% | 47 |
|
|
2022
Q2 | $660K | Buy |
10,513
+199
| +2% | +$13.6K | 0.22% | 41 |
|
|
2022
Q1 | $760K | Buy |
10,314
+389
| +4% | +$29.3K | 0.25% | 36 |
|
|
2021
Q4 | $789K | Buy |
9,925
+129
| +1% | +$10.3K | 0.25% | 39 |
|
|
2021
Q3 | $768K | Buy |
9,796
+2,298
| +31% | +$184K | 0.27% | 38 |
|
|
2021
Q2 | $593K | Buy |
7,498
+992
| +15% | +$79K | 0.21% | 44 |
|
|
2021
Q1 | $494K | Buy |
6,506
+2,042
| +46% | +$154K | 0.18% | 48 |
|
|
2020
Q4 | $326K | Buy |
4,464
+325
| +8% | +$22.2K | 0.13% | 60 |
|
|
2020
Q3 | $263K | Hold |
4,139
| – | – | 0.12% | 63 |
|
|
2020
Q2 | $251K | Sell |
4,139
-10
| -0.2% | -$574 | 0.12% | 65 |
|
|
2020
Q1 | $221K | Buy |
4,149
+826
| +25% | +$52K | 0.12% | 73 |
|
|
2019
Q4 | $228K | Sell |
3,323
-220
| -6% | -$14.7K | 0.1% | 91 |
|
|
2019
Q3 | $227K | Sell |
3,543
-35
| -1% | -$2.21K | 0.11% | 88 |
|
|
2019
Q2 | $230K | Sell |
3,578
-193
| -5% | -$12.3K | 0.12% | 87 |
|
|
2019
Q1 | $238K | Sell |
3,771
-638
| -14% | -$39.2K | 0.13% | 84 |
|
|
2018
Q4 | $253K | Buy |
+4,409
| New | +$268K | 0.16% | 83 |
|
|
2018
Q3 | – | Sell |
-3,925
| Closed | -$256K | – | 101 |
|
|
2018
Q2 | $256K | Buy |
+3,925
| New | +$266K | 0.14% | 95 |
|
Other funds holding ESGD
TWIM
AA
Kelman-Lazarov Inc's ESGD Position: Q2 2026 in Review
Kelman-Lazarov Inc reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 32% in Q2 2026, selling an estimated $126K and leaving 2,680 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #131.
Kelman-Lazarov Inc first reported a position in ESGD in Q2 2018 and has held it in 32 quarters since. The position peaked at $789K in Q4 2021. 760 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.
- Kelman-Lazarov Inc held 2,680 shares of iShares ESG Aware MSCI EAFE ETF worth $276K as of Q2 2026.
- Kelman-Lazarov Inc sold 1,240 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $126K.
- iShares ESG Aware MSCI EAFE ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #131 holding.
- Kelman-Lazarov Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and has held it in 32 quarters since.
- Kelman-Lazarov Inc's iShares ESG Aware MSCI EAFE ETF position peaked at $789K in Q4 2021.
- 760 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.
Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.