PCS
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Private Client Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Private Client Services’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 		$389K Buy
2,378
+1
+0% +$158 0.1% 147
2026
Q1 		$336K Sell
2,377
-2
-0.1% -$296 0.1% 148
2025
Q4 		$354K Buy
2,379
+4
+0.2% +$591 0.11% 128
2025
Q3 		$346K Sell
2,375
-67
-3% -$9.38K 0.12% 131
2025
Q2 		$330K Buy
2,442
+8
+0.3% +$999 0.13% 139
2025
Q1 		$297K Sell
2,434
-19
-0.8% -$2.45K 0.15% 134
2024
Q4 		$316K Sell
2,453
-29
-1% -$3.76K 0.17% 119
2024
Q3 		$313K Buy
2,482
+8
+0.3% +$971 0.17% 117
2024
Q2 		$295K Sell
2,474
-7
-0.3% -$804 0.19% 102
2024
Q1 		$285K Buy
2,481
+6
+0.2% +$657 0.19% 102
2023
Q4 		$260K Buy
+2,475
New +$242K 0.21% 115

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $828M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 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 $6.82B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return