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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
Q3 		$702K Sell
4,211
-24
-0.6% -$4K 0.11% 93
2026
Q2 		$693K Hold
4,235
– – 0.1% 98
2026
Q1 		$599K Buy
+4,235
New +$627K 0.11% 108

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Clune & Associates's ESGU Position: Q3 2026 in Review

Clune & Associates reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.57% in Q3 2026, selling an estimated $4K and leaving 4,211 shares worth $702K. The position accounts for 0.11% of the portfolio, ranked #93.

Clune & Associates first reported a position in ESGU in Q1 2026 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Clune & Associates held 4,211 shares of iShares ESG Aware MSCI USA ETF worth $702K as of Q3 2026.
  • Clune & Associates sold 24 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $4K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Clune & Associates's portfolio in Q3 2026, its #93 holding.
  • Clune & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.