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Clune & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clune & Associates’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 		$693K Hold
4,235
– – 0.1% 98
2026
Q1 		$599K Buy
+4,235
New +$627K 0.11% 108

Other funds holding ESGU

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates's ESGU Position: Q2 2026 in Review

Clune & Associates held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 4,235 shares worth $693K. The position accounts for 0.1% of the portfolio, ranked #98.

Clune & Associates first reported a position in ESGU in Q1 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Clune & Associates held 4,235 shares of iShares ESG Aware MSCI USA ETF worth $693K as of Q2 2026.
  • Clune & Associates left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Clune & Associates's portfolio in Q2 2026, its #98 holding.
  • Clune & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.