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 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 $1.37T 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

Keystone Financial Services (Colorado)'s ESGD Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 12% in Q1 2026, selling an estimated $35.8K and leaving 2,620 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #104.

Keystone Financial Services (Colorado) first reported a position in ESGD in Q4 2021 and has held it in 9 quarters since. The position peaked at $688K in Q4 2021. 745 funds tracked by Wall St. Rank hold ESGD as of Q1 2026.

Keystone Financial Services (Colorado) held 2,620 shares of iShares ESG Aware MSCI EAFE ETF worth $251K as of Q1 2026.
Keystone Financial Services (Colorado) sold 362 iShares ESG Aware MSCI EAFE ETF shares in Q1 2026, an estimated $35.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.07% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #104 holding.
Keystone Financial Services (Colorado) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 9 quarters since.
Keystone Financial Services (Colorado)'s iShares ESG Aware MSCI EAFE ETF position peaked at $688K in Q4 2021.
745 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.