Clarity Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clarity Asset 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	$9.76M	Sell	59,611 -8,543	-13%	-$1.35M	4.78%	4
2026 Q1	$9.64M	Sell	68,154 -15,450	-18%	-$2.29M	4.88%	4
2025 Q4	$12.5M	Sell	83,604 -2,243	-3%	-$332K	6.85%	5
2025 Q3	$12.5M	Buy	85,847 +1,479	+2%	+$207K	7.01%	5
2025 Q2	$11.4M	Sell	84,368 -7,264	-8%	-$907K	6.81%	5
2025 Q1	$11.2M	Buy	91,632 +10,840	+13%	+$1.4M	7.19%	4
2024 Q4	$10.4M	Sell	80,792 -2,781	-3%	-$360K	6.78%	6
2024 Q3	$10.5M	Sell	83,573 -2,592	-3%	-$315K	7.33%	5
2024 Q2	$10.3M	Buy	86,165 +2,888	+3%	+$332K	7.3%	6
2024 Q1	$9.57M	Sell	83,277 -140,190	-63%	-$15.4M	6.61%	7
2023 Q4	$23.4M	Buy	+223,467	New	+$21.9M	18.54%	1

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Clarity Asset Management's ESGU Position: Q2 2026 in Review

Clarity Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q2 2026, selling an estimated $1.35M and leaving 59,611 shares worth $9.76M. The position accounts for 4.78% of the portfolio, ranked #4.

Clarity Asset Management first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.4M in Q4 2023. 146 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Clarity Asset Management held 59,611 shares of iShares ESG Aware MSCI USA ETF worth $9.76M as of Q2 2026.
Clarity Asset Management sold 8,543 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.35M.
iShares ESG Aware MSCI USA ETF made up 4.78% of Clarity Asset Management's portfolio in Q2 2026, its #4 holding.
Clarity Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Clarity Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $23.4M in Q4 2023.
146 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.