Keystone Financial Services (Colorado)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Keystone Financial Services (Colorado)’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	–	Sell	-2,620	Closed	-$251K	–	133
2026 Q1	$251K	Sell	2,620 -362	-12%	-$35.8K	0.07%	104
2025 Q4	$284K	Buy	+2,982	New	+$281K	0.09%	89
2023 Q3	–	Sell	-4,371	Closed	-$319K	–	75
2023 Q2	$319K	Buy	4,371 +8	+0.2%	+$584	0.16%	57
2023 Q1	$313K	Sell	4,363 -182	-4%	-$12.8K	0.17%	57
2022 Q4	$326K	Sell	4,545 -179	-4%	-$11.2K	0.18%	57
2022 Q3	$280K	Sell	4,724 -143	-3%	-$8.96K	0.16%	64
2022 Q2	$318K	Buy	4,867 +172	+4%	+$11.7K	0.17%	61
2022 Q1	$308K	Sell	4,695 -3,966	-46%	-$299K	0.18%	58
2021 Q4	$688K	Buy	+8,661	New	+$690K	0.35%	34

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keystone Financial Services (Colorado)'s ESGD Position: Q2 2026 in Review

Keystone Financial Services (Colorado) sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 2,620 shares — an estimated $251K sold.

Keystone Financial Services (Colorado) first reported a position in ESGD in Q4 2021 and held it in 9 quarters. The position peaked at $688K in Q4 2021. 759 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Keystone Financial Services (Colorado) reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 2,620 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $251K.
Keystone Financial Services (Colorado) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and held it in 9 quarters.
Keystone Financial Services (Colorado)'s iShares ESG Aware MSCI EAFE ETF position peaked at $688K in Q4 2021.
759 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.