Brookstone Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brookstone Capital 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	$47M	Buy	281,881 +14,179	+5%	+$2.36M	0.46%	47
2026 Q2	$43.8M	Buy	267,702 +26,223	+11%	+$4.15M	0.44%	51
2026 Q1	$34.1M	Buy	241,479 +17,761	+8%	+$2.63M	0.39%	58
2025 Q4	$33.3M	Buy	223,718 +17,456	+8%	+$2.58M	0.38%	57
2025 Q3	$30M	Buy	206,262 +26,917	+15%	+$3.77M	0.36%	60
2025 Q2	$24.3M	Buy	179,345 +4,305	+2%	+$537K	0.32%	80
2025 Q1	$21.3M	Buy	175,040 +901	+0.5%	+$116K	0.31%	84
2024 Q4	$22.4M	Sell	174,139 -4,303	-2%	-$557K	0.33%	74
2024 Q3	$22.5M	Buy	178,442 +8,936	+5%	+$1.09M	0.33%	66
2024 Q2	$20.7M	Sell	169,506 -35,305	-17%	-$4.05M	0.34%	62
2024 Q1	$23.5M	Sell	204,811 -24,851	-11%	-$2.72M	0.42%	54
2023 Q4	$24.1M	Sell	229,662 -2,205	-1%	-$216K	0.47%	55
2023 Q3	$21.7M	Sell	231,867 -28,060	-11%	-$2.75M	0.48%	55
2023 Q2	$25.1M	Buy	259,927 +7,682	+3%	+$709K	0.5%	51
2023 Q1	$23M	Sell	252,245 -97,864	-28%	-$8.65M	0.45%	64
2022 Q4	$30.1M	Sell	350,109 -27,501	-7%	-$2.35M	0.61%	39
2022 Q3	$29.9M	Sell	377,610 -38,475	-9%	-$3.41M	0.69%	33
2022 Q2	$36.1M	Sell	416,085 -7,736	-2%	-$707K	0.8%	25
2022 Q1	$41.7M	Sell	423,821 -87	-0%	-$8.71K	0.82%	29
2021 Q4	$44.7M	Buy	423,908 +4,116	+1%	+$432K	0.77%	35
2021 Q3	$42M	Buy	419,792 +60,483	+17%	+$6.13M	0.76%	33
2021 Q2	$36M	Buy	359,309 +74,128	+26%	+$7.09M	0.64%	42
2021 Q1	$25.9M	Buy	285,181 +48,653	+21%	+$4.32M	0.99%	26
2020 Q4	$20.3M	Buy	236,528 +89,569	+61%	+$7.27M	0.81%	27
2020 Q3	$11.2M	Sell	146,959 -108,859	-43%	-$8.2M	0.52%	41
2020 Q2	$17.9M	Buy	255,818 +126,243	+97%	+$8.31M	1.12%	19
2020 Q1	$7.45M	Buy	+129,575	New	+$8.82M	0.43%	35

Other funds holding ESGU

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

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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Brookstone Capital Management's ESGU Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.3% in Q3 2026, buying an estimated $2.36M and bringing the position to 281,881 shares worth $47M. The position accounts for 0.46% of the portfolio, ranked #47.

Brookstone Capital Management first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Brookstone Capital Management held 281,881 shares of iShares ESG Aware MSCI USA ETF worth $47M as of Q3 2026.
Brookstone Capital Management bought 14,179 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $2.36M.
iShares ESG Aware MSCI USA ETF made up 0.46% of Brookstone Capital Management's portfolio in Q3 2026, its #47 holding.
Brookstone Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.