Aspiriant LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aspiriant LLC’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.13M	Buy	6,752 +1,607	+31%	+$267K	0.03%	157
2026 Q2	$842K	Hold	5,145	–	–	0.02%	188
2026 Q1	$728K	Sell	5,145 -1	-0%	-$148	0.02%	185
2025 Q4	$767K	Buy	5,146 +64	+1%	+$9.46K	0.02%	176
2025 Q3	$740K	Hold	5,082	–	–	0.02%	171
2025 Q2	$688K	Buy	+5,082	New	+$634K	0.02%	173
2022 Q3	–	Sell	-14,627	Closed	-$1.23M	–	269
2022 Q2	$1.23M	Buy	+14,627	New	+$1.34M	0.06%	107

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Aspiriant LLC's ESGU Position: Q3 2026 in Review

Aspiriant LLC increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 31% in Q3 2026, buying an estimated $267K and bringing the position to 6,752 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #157.

Aspiriant LLC first reported a position in ESGU in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2022. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Aspiriant LLC held 6,752 shares of iShares ESG Aware MSCI USA ETF worth $1.13M as of Q3 2026.
Aspiriant LLC bought 1,607 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $267K.
iShares ESG Aware MSCI USA ETF made up 0.03% of Aspiriant LLC's portfolio in Q3 2026, its #157 holding.
Aspiriant LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 7 quarters since.
Aspiriant LLC's iShares ESG Aware MSCI USA ETF position peaked at $1.23M in Q2 2022.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.