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Clearstead Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clearstead Advisors’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 		$24.1M Sell
147,226
-190,670
-56% -$30.1M 0.23% 95
2026
Q1 		$47.8M Buy
337,896
+335,300
+12,916% +$49.6M 0.44% 50
2025
Q4 		$387K Hold
2,596
– – ﹤0.01% 737
2025
Q3 		$378K Sell
2,596
-83
-3% -$11.6K 0.01% 721
2025
Q2 		$362K Buy
2,679
+8
+0.3% +$999 0.01% 702
2025
Q1 		$326K Hold
2,671
– – 0.01% 686
2024
Q4 		$344K Buy
2,671
+13
+0.5% +$1.68K 0.01% 679
2024
Q3 		$335K Buy
2,658
+3
+0.1% +$364 0.01% 684
2024
Q2 		$317K Buy
+2,655
New +$305K 0.01% 656
2022
Q4 		– Sell
-627
Closed -$50K – 1337
2022
Q3 		$50K Buy
+627
New +$55.5K ﹤0.01% 603

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

Clearstead Advisors's ESGU Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 56% in Q2 2026, selling an estimated $30.1M and leaving 147,226 shares worth $24.1M. The position accounts for 0.23% of the portfolio, ranked #95.

Clearstead Advisors first reported a position in ESGU in Q3 2022 and has held it in 10 quarters since. The position peaked at $47.8M in Q1 2026. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Clearstead Advisors held 147,226 shares of iShares ESG Aware MSCI USA ETF worth $24.1M as of Q2 2026.
  • Clearstead Advisors sold 190,670 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $30.1M.
  • iShares ESG Aware MSCI USA ETF made up 0.23% of Clearstead Advisors's portfolio in Q2 2026, its #95 holding.
  • Clearstead Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 10 quarters since.
  • Clearstead Advisors's iShares ESG Aware MSCI USA ETF position peaked at $47.8M in Q1 2026.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.