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Carnegie Investment Counsel’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Carnegie Investment Counsel’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 		– Sell
-4,310
Closed -$610K – 564
2026
Q1 		$610K Buy
4,310
+2,275
+112% +$337K 0.01% 387
2025
Q4 		$303K Buy
2,035
+390
+24% +$57.7K 0.01% 480
2025
Q3 		$240K Sell
1,645
-5
-0.3% -$700 ﹤0.01% 510
2025
Q2 		$223K Buy
+1,650
New +$206K ﹤0.01% 509

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carnegie Investment Counsel's ESGU Position: Q2 2026 in Review

Carnegie Investment Counsel sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 4,310 shares — an estimated $610K sold.

Carnegie Investment Counsel first reported a position in ESGU in Q2 2025 and held it in 4 quarters. The position peaked at $610K in Q1 2026. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Carnegie Investment Counsel reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Carnegie Investment Counsel sold 4,310 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $610K.
  • Carnegie Investment Counsel first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and held it in 4 quarters.
  • Carnegie Investment Counsel's iShares ESG Aware MSCI USA ETF position peaked at $610K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.