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Chatterton & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Chatterton & Associates’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 		$813K Buy
4,929
+94
+2% +$14.9K 0.48% 40
2026
Q1 		$714K Buy
4,835
+1,083
+29% +$160K 0.5% 44
2025
Q4 		$559K Buy
+3,752
New +$555K 0.48% 46

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Chatterton & Associates's ESGU Position: Q2 2026 in Review

Chatterton & Associates increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,929 shares worth $813K. The position accounts for 0.48% of the portfolio, ranked #40.

Chatterton & Associates first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 536 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Chatterton & Associates held 4,929 shares of iShares ESG Aware MSCI USA ETF worth $813K as of Q2 2026.
  • Chatterton & Associates bought 94 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $14.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.48% of Chatterton & Associates's portfolio in Q2 2026, its #40 holding.
  • Chatterton & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 536 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.