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Kestra Private Wealth Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kestra Private Wealth 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
2026
Q2 		$589K Buy
5,733
+1,797
+46% +$183K 0.01% 1147
2026
Q1 		$376K Buy
3,936
+1,011
+35% +$100K ﹤0.01% 1347
2025
Q4 		$278K Buy
2,925
+229
+8% +$21.6K ﹤0.01% 1460
2025
Q3 		$251K Buy
+2,696
New +$244K ﹤0.01% 1455
2024
Q4 		– Sell
-3,105
Closed -$261K – 1442
2024
Q3 		$261K Buy
3,105
+65
+2% +$5.25K ﹤0.01% 1145
2024
Q2 		$240K Sell
3,040
-79
-3% -$6.27K ﹤0.01% 1148
2024
Q1 		$249K Sell
3,119
-938
-23% -$71.9K 0.01% 1088
2023
Q4 		$306K Sell
4,057
-1,809
-31% -$128K 0.01% 936
2023
Q3 		$406K Sell
5,866
-201
-3% -$14.5K 0.01% 747
2023
Q2 		$442K Sell
6,067
-2,449
-29% -$179K 0.02% 673
2023
Q1 		$612K Sell
8,516
-2,503
-23% -$176K 0.02% 542
2022
Q4 		$724K Sell
11,019
-19,117
-63% -$1.2M 0.04% 435
2022
Q3 		$1.69M Buy
30,136
+667
+2% +$41.8K 0.1% 229
2022
Q2 		$1.85M Buy
29,469
+1,243
+4% +$84.8K 0.11% 233
2022
Q1 		$2.08M Buy
28,226
+7,398
+36% +$557K 0.1% 209
2021
Q4 		$1.66M Buy
20,828
+4,557
+28% +$363K 0.08% 271
2021
Q3 		$1.27M Buy
16,271
+9,167
+129% +$736K 0.07% 299
2021
Q2 		$561K Buy
+7,104
New +$565K 0.03% 481

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Private Wealth Services's ESGD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 46% in Q2 2026, buying an estimated $183K and bringing the position to 5,733 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #1147.

Kestra Private Wealth Services first reported a position in ESGD in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.08M in Q1 2022. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Kestra Private Wealth Services held 5,733 shares of iShares ESG Aware MSCI EAFE ETF worth $589K as of Q2 2026.
  • Kestra Private Wealth Services bought 1,797 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $183K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1147 holding.
  • Kestra Private Wealth Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2021 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's iShares ESG Aware MSCI EAFE ETF position peaked at $2.08M in Q1 2022.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.