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

Klingman & 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	$315K	Buy	1,922 +96	+5%	+$15.2K	0.01%	261
2026 Q1	$258K	Hold	1,826	–	–	0.01%	281
2025 Q4	$272K	Hold	1,826	–	–	0.01%	269
2025 Q3	$266K	Hold	1,826	–	–	0.01%	278
2025 Q2	$247K	Hold	1,826	–	–	0.01%	273
2025 Q1	$223K	Hold	1,826	–	–	0.01%	252
2024 Q4	$235K	Hold	1,826	–	–	0.01%	236
2024 Q3	$230K	Hold	1,826	–	–	0.01%	249
2024 Q2	$218K	Hold	1,826	–	–	0.01%	233
2024 Q1	$210K	Buy	+1,826	New	+$200K	0.01%	227

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Klingman & Associates increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.3% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,922 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #261.

Klingman & Associates first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Klingman & Associates held 1,922 shares of iShares ESG Aware MSCI USA ETF worth $315K as of Q2 2026.
Klingman & Associates bought 96 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $15.2K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #261 holding.
Klingman & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.