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Freestone Capital Holdings’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Freestone Capital Holdings’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 		$462K Sell
2,820
-225
-7% -$35.6K 0.01% 404
2026
Q1 		$431K Buy
3,045
+300
+11% +$44.4K 0.01% 369
2025
Q4 		$409K Buy
2,745
+268
+11% +$39.6K 0.01% 374
2025
Q3 		$361K Sell
2,477
-555
-18% -$77.7K 0.01% 397
2025
Q2 		$410K Sell
3,032
-102
-3% -$12.7K 0.01% 320
2025
Q1 		$382K Buy
+3,134
New +$404K 0.01% 316
2024
Q4 		– Sell
-3,309
Closed -$418K – 455
2024
Q3 		$418K Hold
3,309
– – 0.01% 321
2024
Q2 		$395K Buy
+3,309
New +$380K 0.01% 339

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Freestone Capital Holdings's ESGU Position: Q2 2026 in Review

Freestone Capital Holdings reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.4% in Q2 2026, selling an estimated $35.6K and leaving 2,820 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #404.

Freestone Capital Holdings first reported a position in ESGU in Q2 2024 and has held it in 8 quarters since. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Freestone Capital Holdings held 2,820 shares of iShares ESG Aware MSCI USA ETF worth $462K as of Q2 2026.
  • Freestone Capital Holdings sold 225 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $35.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #404 holding.
  • Freestone Capital Holdings first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 8 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.