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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Klingman & Associates's ESGU Position: Q1 2026 in Review

Klingman & Associates held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 1,826 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #281.

Klingman & Associates first reported a position in ESGU in Q1 2024 and has held it in 9 quarters since. The position peaked at $272K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Klingman & Associates held 1,826 shares of iShares ESG Aware MSCI USA ETF worth $258K as of Q1 2026.
Klingman & Associates left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #281 holding.
Klingman & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
Klingman & Associates's iShares ESG Aware MSCI USA ETF position peaked at $272K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.