Tableaux’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tableaux’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	$539K	Sell	3,234 -1	-0%	-$166	0.22%	63
2026 Q2	$529K	Hold	3,235	–	–	0.22%	62
2026 Q1	$457K	Hold	3,235	–	–	0.22%	69
2025 Q4	$482K	Sell	3,235 -3,235	-50%	-$478K	0.34%	51
2025 Q3	$942K	Buy	6,470 +3,235	+100%	+$453K	0.38%	43
2025 Q2	$438K	Sell	3,235 -11	-0.3%	-$1.37K	0.25%	71
2025 Q1	$396K	Sell	3,246 -462	-12%	-$59.5K	0.29%	52
2024 Q4	$478K	Buy	+3,708	New	+$480K	0.4%	40

Other funds holding ESGU

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Tableaux's ESGU Position: Q3 2026 in Review

Tableaux reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.03% in Q3 2026, selling an estimated $166 and leaving 3,234 shares worth $539K. The position accounts for 0.22% of the portfolio, ranked #63.

Tableaux first reported a position in ESGU in Q4 2024 and has held it in 8 quarters since. The position peaked at $942K in Q3 2025. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Tableaux held 3,234 shares of iShares ESG Aware MSCI USA ETF worth $539K as of Q3 2026.
Tableaux sold 1 iShares ESG Aware MSCI USA ETF share in Q3 2026, an estimated $166.
iShares ESG Aware MSCI USA ETF made up 0.22% of Tableaux's portfolio in Q3 2026, its #63 holding.
Tableaux first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
Tableaux's iShares ESG Aware MSCI USA ETF position peaked at $942K in Q3 2025.
271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Tableaux's 13F filing for Q3 2026, filed 23 Oct 2026.