Perigon Wealth Management
ESGU icon

Perigon Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Perigon Wealth Management’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 		$6.36M Sell
38,135
-760
-2% -$126K 0.1% 185
2026
Q2 		$6.37M Sell
38,895
-142
-0.4% -$22.5K 0.1% 194
2026
Q1 		$5.52M Sell
39,037
-368
-0.9% -$54.4K 0.1% 198
2025
Q4 		$5.87M Buy
39,405
+1,480
+4% +$219K 0.11% 175
2025
Q3 		$5.52M Buy
37,925
+1,740
+5% +$244K 0.11% 173
2025
Q2 		$4.9M Sell
36,185
-3,234
-8% -$404K 0.11% 169
2025
Q1 		$4.81M Sell
39,419
-3,836
-9% -$494K 0.12% 166
2024
Q4 		$5.64M Buy
43,255
+1,874
+5% +$243K 0.14% 145
2024
Q3 		$5.22M Sell
41,381
-5,325
-11% -$647K 0.14% 147
2024
Q2 		$5.57M Buy
46,706
+2,929
+7% +$336K 0.16% 131
2024
Q1 		$5.03M Sell
43,777
-16,374
-27% -$1.79M 0.15% 141
2023
Q4 		$6.31M Sell
60,151
-730
-1% -$71.5K 0.21% 113
2023
Q3 		$5.72M Sell
60,881
-17,463
-22% -$1.71M 0.23% 101
2023
Q2 		$7.64M Sell
78,344
-64,262
-45% -$5.93M 0.3% 78
2023
Q1 		$12.9M Sell
142,606
-26,509
-16% -$2.34M 0.73% 25
2022
Q4 		$14.3M Sell
169,115
-33,790
-17% -$2.88M 0.89% 18
2022
Q3 		$16.1M Buy
202,905
+14,205
+8% +$1.26M 1.39% 11
2022
Q2 		$15.8M Buy
188,700
+2,960
+2% +$270K 1.32% 11
2022
Q1 		$18.8M Buy
185,740
+17,830
+11% +$1.79M 1.33% 12
2021
Q4 		$18.1M Buy
167,910
+13,456
+9% +$1.41M 1.3% 12
2021
Q3 		$15.2M Buy
154,454
+26,394
+21% +$2.67M 1.32% 12
2021
Q2 		$12.6M Buy
128,060
+29,912
+30% +$2.86M 1.12% 15
2021
Q1 		$8.92M Buy
98,148
+37,812
+63% +$3.36M 0.91% 18
2020
Q4 		$5.19M Buy
60,336
+41,241
+216% +$3.35M 0.6% 34
2020
Q3 		$1.46M Buy
19,095
+10,955
+135% +$825K 0.2% 90
2020
Q2 		$570K Buy
+8,140
New +$536K 0.09% 183

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Perigon Wealth Management's ESGU Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2% in Q3 2026, selling an estimated $126K and leaving 38,135 shares worth $6.36M. The position accounts for 0.1% of the portfolio, ranked #185.

Perigon Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 26 quarters since. The position peaked at $18.8M in Q1 2022. 244 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Perigon Wealth Management held 38,135 shares of iShares ESG Aware MSCI USA ETF worth $6.36M as of Q3 2026.
  • Perigon Wealth Management sold 760 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $126K.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Perigon Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 26 quarters since.
  • Perigon Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $18.8M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.