Atticus Wealth Management
ESGU icon

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
Q3 		$311K Buy
1,862
+4
+0.2% +$666 0.07% 156
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% +$1.04K 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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Atticus Wealth Management's ESGU Position: Q3 2026 in Review

Atticus Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.22% in Q3 2026, buying an estimated $666 and bringing the position to 1,862 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #156.

Atticus Wealth Management first reported a position in ESGU in Q2 2023 and has held it in 14 quarters since. The position peaked at $318K in Q2 2025. 244 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Atticus Wealth Management held 1,862 shares of iShares ESG Aware MSCI USA ETF worth $311K as of Q3 2026.
  • Atticus Wealth Management bought 4 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $666.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Atticus Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Atticus Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 14 quarters since.
  • Atticus Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $318K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.