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

Hurley Capital’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	$1.76K	Sell	10 -1	-9%	-$166	﹤0.01%	555
2026 Q2	$1.72K	Buy	11 +1	+10%	+$158	﹤0.01%	560
2026 Q1	$1.48K	Hold	10	–	–	﹤0.01%	580
2025 Q4	$1.56K	Hold	10	–	–	﹤0.01%	513
2025 Q3	$1.52K	Sell	10 -8	-44%	-$1.12K	﹤0.01%	521
2025 Q2	$2.49K	Sell	18 -93	-84%	-$11.6K	﹤0.01%	394
2025 Q1	$13.6K	Sell	111 -77	-41%	-$9.9K	0.01%	299
2024 Q4	$24.5K	Buy	+188	New	+$24.4K	0.02%	204

Other funds holding ESGU

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Hurley Capital's ESGU Position: Q3 2026 in Review

Hurley Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.1% in Q3 2026, selling an estimated $166 and leaving 10 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Hurley Capital first reported a position in ESGU in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.5K in Q4 2024. 568 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Hurley Capital held 10 shares of iShares ESG Aware MSCI USA ETF worth $1.76K as of Q3 2026.
Hurley Capital sold 1 iShares ESG Aware MSCI USA ETF share in Q3 2026, an estimated $166.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Hurley Capital's portfolio in Q3 2026, its #555 holding.
Hurley Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
Hurley Capital's iShares ESG Aware MSCI USA ETF position peaked at $24.5K in Q4 2024.
568 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.