Moors & Cabot’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Moors & Cabot’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	$221K	Buy	+1,327	New	+$221K	0.01%	882
2023 Q4	–	Sell	-2,915	Closed	-$274K	–	863
2023 Q3	$274K	Sell	2,915 -1,198	-29%	-$117K	0.02%	624
2023 Q2	$401K	Hold	4,113	–	–	0.03%	509
2023 Q1	$372K	Sell	4,113 -2,060	-33%	-$182K	0.03%	531
2022 Q4	$523K	Sell	6,173 -468	-7%	-$39.9K	0.04%	415
2022 Q3	$527K	Buy	+6,641	New	+$588K	0.04%	379

Other funds holding ESGU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $274M AUM 11.63% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Moors & Cabot's ESGU Position: Q3 2026 in Review

Moors & Cabot opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2026: 1,327 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in ESGU as recently as Q3 2023.

Moors & Cabot first reported a position in ESGU in Q3 2022 and has held it in 6 quarters since. The position peaked at $527K in Q3 2022. 529 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Moors & Cabot held 1,327 shares of iShares ESG Aware MSCI USA ETF worth $221K as of Q3 2026.
iShares ESG Aware MSCI USA ETF was a new Moors & Cabot position in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #882 holding.
Moors & Cabot first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 6 quarters since.
Moors & Cabot's iShares ESG Aware MSCI USA ETF position peaked at $527K in Q3 2022.
529 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.