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 Q3	$321K	Hold	1,922	–	–	0.01%	305
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

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

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Klingman & Associates's ESGU Position: Q3 2026 in Review

Klingman & Associates held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 1,922 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #305.

Klingman & Associates first reported a position in ESGU in Q1 2024 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Klingman & Associates held 1,922 shares of iShares ESG Aware MSCI USA ETF worth $321K as of Q3 2026.
Klingman & Associates left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #305 holding.
Klingman & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 11 quarters since.
244 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.