Key Financial Inc’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Key Financial Inc’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 Q1	$89.6K	Hold	937	–	–	0.02%	417
2025 Q4	$89.1K	Buy	937 +39	+4%	+$3.68K	0.02%	417
2025 Q3	$84.2K	Buy	898 +673	+299%	+$60.9K	0.02%	422
2025 Q2	$20.1K	Hold	225	–	–	﹤0.01%	697
2025 Q1	$18.4K	Hold	225	–	–	﹤0.01%	684
2024 Q4	$17.1K	Sell	225 -634	-74%	-$50.4K	﹤0.01%	695
2024 Q3	$72.3K	Hold	859	–	–	0.02%	412
2024 Q2	$67.7K	Hold	859	–	–	0.02%	410
2024 Q1	$68.6K	Hold	859	–	–	0.02%	383
2023 Q4	$64.9K	Hold	859	–	–	0.02%	381
2023 Q3	$59.4K	Hold	859	–	–	0.02%	374
2023 Q2	$62.6K	Buy	859 +82	+11%	+$5.98K	0.02%	371
2023 Q1	$55.8K	Buy	777 +82	+12%	+$5.75K	0.02%	377
2022 Q4	$39K	Hold	695	–	–	0.02%	395
2022 Q3	$39K	Hold	695	–	–	0.02%	398
2022 Q2	$44K	Hold	695	–	–	0.02%	384
2022 Q1	$51K	Buy	695 +560	+415%	+$42.2K	0.03%	361
2021 Q4	$11K	Hold	135	–	–	0.01%	568
2021 Q3	$11K	Hold	135	–	–	0.01%	556
2021 Q2	$11K	Hold	135	–	–	0.01%	549
2021 Q1	$10K	Buy	+135	New	+$10.2K	0.01%	483

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Key Financial Inc's ESGD Position: Q1 2026 in Review

Key Financial Inc held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q1 2026 at 937 shares worth $89.6K. The position accounts for 0.02% of the portfolio, ranked #417.

Key Financial Inc first reported a position in ESGD in Q1 2021 and has held it in 21 quarters since. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Key Financial Inc held 937 shares of iShares ESG Aware MSCI EAFE ETF worth $89.6K as of Q1 2026.
Key Financial Inc left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #417 holding.
Key Financial Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.