Ballentine Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ballentine Partners’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	$1.04M	Buy	+6,351	New	+$1M	0.01%	363

Other funds holding ESGU

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Ballentine Partners's ESGU Position: Q2 2026 in Review

Ballentine Partners opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 6,351 shares worth $1.04M. The stake represents 0.01% of the portfolio and ranks #363 among its holdings.

149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Ballentine Partners held 6,351 shares of iShares ESG Aware MSCI USA ETF worth $1.04M as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Ballentine Partners position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #363 holding.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.