Clean Yield Group
ESGU icon

Clean Yield Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clean Yield Group’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
Q3 		$413K Hold
2,474
– – 0.1% 106
2026
Q2 		$405K Hold
2,474
– – 0.1% 111
2026
Q1 		$350K Buy
+2,474
New +$366K 0.1% 111
2022
Q2 		– Sell
-226
Closed -$23K – 435
2022
Q1 		$23K Buy
+226
New +$22.6K 0.01% 302
2021
Q1 		– Sell
-750
Closed -$65K – 219
2020
Q4 		$65K Buy
+750
New +$60.9K 0.02% 229

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Clean Yield Group's ESGU Position: Q3 2026 in Review

Clean Yield Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 2,474 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #106.

Clean Yield Group first reported a position in ESGU in Q4 2020 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Clean Yield Group held 2,474 shares of iShares ESG Aware MSCI USA ETF worth $413K as of Q3 2026.
  • Clean Yield Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Clean Yield Group's portfolio in Q3 2026, its #106 holding.
  • Clean Yield Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.