CLG LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CLG LLC’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	$268K	Buy	+1,608	New	+$268K	0.06%	126

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CLG LLC's ESGU Position: Q3 2026 in Review

CLG LLC opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2026: 1,608 shares worth $268K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings.

271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

CLG LLC held 1,608 shares of iShares ESG Aware MSCI USA ETF worth $268K as of Q3 2026.
iShares ESG Aware MSCI USA ETF was a new CLG LLC position in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.06% of CLG LLC's portfolio in Q3 2026, its #126 holding.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.