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NorthCrest Asset Manangement’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NorthCrest Asset Manangement’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 		$202K Buy
+1,225
New +$194K 0.01% 868

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

NorthCrest Asset Manangement's ESGU Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,225 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #868 among its holdings.

149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • NorthCrest Asset Manangement held 1,225 shares of iShares ESG Aware MSCI USA ETF worth $202K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new NorthCrest Asset Manangement position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #868 holding.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.