KF
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Krilogy Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Krilogy Financial’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 		$409K Hold
3,980
– – 0.01% 714
2026
Q1 		$405K Sell
3,980
-438
-10% -$43.3K 0.01% 644
2025
Q4 		$440K Sell
4,418
-329
-7% -$31K 0.02% 606
2025
Q3 		$445K Buy
+4,747
New +$429K 0.02% 556

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

Krilogy Financial's ESGD Position: Q2 2026 in Review

Krilogy Financial held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 3,980 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #714.

Krilogy Financial first reported a position in ESGD in Q3 2025 and has held it in 4 quarters since. The position peaked at $445K in Q3 2025. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Krilogy Financial held 3,980 shares of iShares ESG Aware MSCI EAFE ETF worth $409K as of Q2 2026.
  • Krilogy Financial left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #714 holding.
  • Krilogy Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • Krilogy Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $445K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.