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Hutchens & Kramer Investment Management Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$287K Sell
1,755
-4
-0.2% -$632 0.08% 126
2026
Q1 		$249K Sell
1,759
-13
-0.7% -$1.92K 0.08% 129
2025
Q4 		$264K Sell
1,772
-952
-35% -$141K 0.09% 136
2025
Q3 		$397K Buy
2,724
+72
+3% +$10.1K 0.16% 91
2025
Q2 		$358K Sell
2,652
-7
-0.3% -$874 0.16% 95
2025
Q1 		$324K Buy
2,659
+51
+2% +$6.57K 0.18% 94
2024
Q4 		$336K Buy
2,608
+111
+4% +$14.4K 0.18% 94
2024
Q3 		$312K Sell
2,497
-25
-1% -$3.04K 0.17% 105
2024
Q2 		$302K Sell
2,522
-147
-6% -$16.9K 0.17% 101
2024
Q1 		$306K Sell
2,669
-2,373
-47% -$260K 0.18% 94
2023
Q4 		$529K Buy
5,042
+177
+4% +$17.3K 0.37% 55
2023
Q3 		$456K Sell
4,865
-523
-10% -$51.2K 0.36% 56
2023
Q2 		$525K Buy
5,388
+1,659
+44% +$153K 0.42% 52
2023
Q1 		$337K Sell
3,729
-4,977
-57% -$440K 0.29% 65
2022
Q4 		$738K Sell
8,706
-348
-4% -$29.7K 0.54% 42
2022
Q3 		$738K Sell
9,054
-357
-4% -$31.6K 0.6% 36
2022
Q2 		$799K Sell
9,411
-1,846
-16% -$169K 0.59% 39
2022
Q1 		$1.14M Sell
11,257
-8
-0.1% -$801 0.63% 40
2021
Q4 		$1.14M Buy
+11,265
New +$1.18M 0.72% 36

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 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

Hutchens & Kramer Investment Management Group's ESGU Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.23% in Q2 2026, selling an estimated $632 and leaving 1,755 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #126.

Hutchens & Kramer Investment Management Group first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q1 2022. 286 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 1,755 shares of iShares ESG Aware MSCI USA ETF worth $287K as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 4 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $632.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #126 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Hutchens & Kramer Investment Management Group's iShares ESG Aware MSCI USA ETF position peaked at $1.14M in Q1 2022.
  • 286 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.