CFO
ESGU icon

Callan Family Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Callan Family Office’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 		$322K Hold
1,968
– – 0.01% 974
2026
Q1 		$278K Sell
1,968
-1
-0.1% -$148 0.01% 961
2025
Q4 		$293K Sell
1,969
-20
-1% -$2.96K 0.01% 933
2025
Q3 		$290K Buy
1,989
+175
+10% +$24.5K 0.01% 719
2025
Q2 		$245K Hold
1,814
– – 0.01% 834
2025
Q1 		$221K Buy
1,814
+8
+0.4% +$1.03K 0.02% 506
2024
Q4 		$233K Buy
1,806
+10
+0.6% +$1.3K 0.01% 567
2024
Q3 		$227K Buy
1,796
+62
+4% +$7.53K 0.04% 169
2024
Q2 		$207K Buy
+1,734
New +$199K 0.04% 150

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Callan Family Office's ESGU Position: Q2 2026 in Review

Callan Family Office held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,968 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #974.

Callan Family Office first reported a position in ESGU in Q2 2024 and has held it in 9 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Callan Family Office held 1,968 shares of iShares ESG Aware MSCI USA ETF worth $322K as of Q2 2026.
  • Callan Family Office left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #974 holding.
  • Callan Family Office first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.