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Atticus Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atticus Wealth Management’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
Q2 		$304K Sell
1,858
-162
-8% -$25.6K 0.07% 153
2026
Q1 		$286K Buy
2,020
+5
+0.2% +$740 0.08% 148
2025
Q4 		$300K Buy
2,015
+7
+0.3% +$1.03K 0.07% 158
2025
Q3 		$292K Sell
2,008
-345
-15% -$48.3K 0.07% 163
2025
Q2 		$318K Buy
2,353
+162
+7% +$20.2K 0.09% 125
2025
Q1 		$267K Buy
2,191
+65
+3% +$8.37K 0.09% 105
2024
Q4 		$274K Hold
2,126
– – 0.09% 101
2024
Q3 		$268K Hold
2,126
– – 0.09% 108
2024
Q2 		$254K Sell
2,126
-353
-14% -$40.5K 0.08% 104
2024
Q1 		$285K Hold
2,479
– – 0.09% 102
2023
Q4 		$260K Hold
2,479
– – 0.09% 108
2023
Q3 		$233K Hold
2,479
– – 0.09% 116
2023
Q2 		$242K Buy
+2,479
New +$229K 0.09% 117

Other funds holding ESGU

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atticus Wealth Management's ESGU Position: Q2 2026 in Review

Atticus Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8% in Q2 2026, selling an estimated $25.6K and leaving 1,858 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #153.

Atticus Wealth Management first reported a position in ESGU in Q2 2023 and has held it in 13 quarters since. The position peaked at $318K in Q2 2025. 168 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Atticus Wealth Management held 1,858 shares of iShares ESG Aware MSCI USA ETF worth $304K as of Q2 2026.
  • Atticus Wealth Management sold 162 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $25.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Atticus Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Atticus Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
  • Atticus Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $318K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.