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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

EWM

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

KFAA

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

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Brookstone Capital Management's ESGU Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q2 2026, buying an estimated $4.15M and bringing the position to 267,702 shares worth $43.8M. The position accounts for 0.44% of the portfolio, ranked #51.

Brookstone Capital Management first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $44.7M in Q4 2021. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Brookstone Capital Management held 267,702 shares of iShares ESG Aware MSCI USA ETF worth $43.8M as of Q2 2026.
Brookstone Capital Management bought 26,223 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.15M.
iShares ESG Aware MSCI USA ETF made up 0.44% of Brookstone Capital Management's portfolio in Q2 2026, its #51 holding.
Brookstone Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
Brookstone Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $44.7M in Q4 2021.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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