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

Clearstead Trust’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	$108K	Hold	659	–	–	0.01%	243
2026 Q1	$93.2K	Hold	659	–	–	0.02%	254
2025 Q4	$98.2K	Hold	659	–	–	0.02%	252
2025 Q3	$96K	Hold	659	–	–	0.02%	247
2025 Q2	$89.2K	Buy	659 +381	+137%	+$47.6K	0.02%	257
2025 Q1	$33.9K	Hold	278	–	–	0.01%	303
2024 Q4	$35.8K	Hold	278	–	–	0.01%	284
2024 Q3	$35.1K	Hold	278	–	–	0.01%	271
2024 Q2	$33.2K	Hold	278	–	–	0.01%	271
2024 Q1	$32K	Hold	278	–	–	0.01%	275
2023 Q4	$29.2K	Hold	278	–	–	0.01%	267
2023 Q3	$26.1K	Hold	278	–	–	0.01%	266
2023 Q2	$25.1K	Hold	278	–	–	0.01%	250
2023 Q1	$25.1K	Hold	278	–	–	0.01%	250
2022 Q4	$24K	Hold	278	–	–	0.01%	267
2022 Q3	$22K	Hold	278	–	–	0.01%	254
2022 Q2	$23K	Sell	278 -3,634	-93%	-$332K	0.02%	130
2022 Q1	$238K	Buy	3,912 +3,634	+1,307%	+$364K	0.15%	77
2021 Q4	$30K	Hold	278	–	–	0.02%	140
2021 Q3	$27K	Hold	278	–	–	0.02%	146
2021 Q2	$27K	Buy	+278	New	+$26.6K	0.02%	127

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearstead Trust's ESGU Position: Q2 2026 in Review

Clearstead Trust held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 659 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #243.

Clearstead Trust first reported a position in ESGU in Q2 2021 and has held it in 21 quarters since. The position peaked at $238K in Q1 2022. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Clearstead Trust held 659 shares of iShares ESG Aware MSCI USA ETF worth $108K as of Q2 2026.
Clearstead Trust left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #243 holding.
Clearstead Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
Clearstead Trust's iShares ESG Aware MSCI USA ETF position peaked at $238K in Q1 2022.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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