MFA
ESGU icon

McClarren Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

McClarren Financial Advisors’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 		$1.39M Buy
8,481
+1,460
+21% +$231K 0.72% 26
2026
Q1 		$993K Buy
7,021
+3,342
+91% +$494K 0.59% 31
2025
Q4 		$1.04M Sell
3,679
-1,118
-23% -$165K 0.62% 30
2025
Q3 		$1.02M Sell
4,797
-2,428
-34% -$340K 0.62% 31
2025
Q2 		$978K Buy
7,225
+2,258
+45% +$282K 0.64% 29
2025
Q1 		$877K Sell
4,967
-2,216
-31% -$285K 0.58% 31
2024
Q4 		$925K Buy
7,183
+3,279
+84% +$425K 2.6% 4
2024
Q3 		$4.04K Buy
3,904
+2,831
+264% +$344K 0.51% 21
2024
Q2 		$728K Sell
1,073
-5,209
-83% -$598K 0.51% 36
2024
Q1 		$723K Buy
6,282
+82
+1% +$8.98K 0.52% 38
2023
Q4 		$650K Sell
6,200
-335
-5% -$32.8K 0.5% 36
2023
Q3 		$613K Sell
6,535
-945
-13% -$92.6K 0.53% 31
2023
Q2 		$729K Sell
7,480
-122
-2% -$11.3K 0.6% 26
2023
Q1 		$682K Buy
7,602
+38
+0.5% +$3.36K 0.62% 28
2022
Q4 		$641K Sell
7,564
-401
-5% -$34.2K 0.61% 25
2022
Q3 		$632K Buy
+7,965
New +$705K 0.63% 25
2022
Q2 		– Sell
-5,289
Closed -$533K – 97
2022
Q1 		$533K Sell
5,289
-28
-0.5% -$2.8K 0.39% 36
2021
Q4 		$573K Buy
5,317
+4
+0.1% +$420 0.39% 36
2021
Q3 		$523K Buy
5,313
+20
+0.4% +$2.03K 0.41% 34
2021
Q2 		$518K Sell
5,293
-203
-4% -$19.4K 0.42% 32
2021
Q1 		$500K Buy
5,496
+56
+1% +$4.98K 0.45% 31
2020
Q4 		$467K Buy
+5,440
New +$442K 0.45% 31

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

McClarren Financial Advisors's ESGU Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 21% in Q2 2026, buying an estimated $231K and bringing the position to 8,481 shares worth $1.39M. The position accounts for 0.72% of the portfolio, ranked #26.

McClarren Financial Advisors first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • McClarren Financial Advisors held 8,481 shares of iShares ESG Aware MSCI USA ETF worth $1.39M as of Q2 2026.
  • McClarren Financial Advisors bought 1,460 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $231K.
  • iShares ESG Aware MSCI USA ETF made up 0.72% of McClarren Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • McClarren Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.