Tortoise Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tortoise Investment 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 Q2	$305K	Hold	1,862	–	–	0.02%	206
2026 Q1	$263K	Hold	1,862	–	–	0.02%	209
2025 Q4	$277K	Hold	1,862	–	–	0.02%	199
2025 Q3	$271K	Hold	1,862	–	–	0.02%	199
2025 Q2	$252K	Buy	1,862 +157	+9%	+$19.6K	0.02%	194
2025 Q1	$208K	Buy	1,705 +80	+5%	+$10.3K	0.02%	211
2024 Q4	$209K	Hold	1,625	–	–	0.02%	215
2024 Q3	$205K	Buy	1,625 +140	+9%	+$17K	0.02%	215
2024 Q2	$177K	Sell	1,485 -200	-12%	-$23K	0.02%	228
2024 Q1	$194K	Sell	1,685 -165	-9%	-$18.1K	0.02%	214
2023 Q4	$194K	Sell	1,850 -1,250	-40%	-$122K	0.03%	204
2023 Q3	$291K	Hold	3,100	–	–	0.04%	172
2023 Q2	$302K	Hold	3,100	–	–	0.04%	164
2023 Q1	$280K	Hold	3,100	–	–	0.04%	167
2022 Q4	$263K	Hold	3,100	–	–	0.05%	171
2022 Q3	$246K	Hold	3,100	–	–	0.05%	165
2022 Q2	$260K	Sell	3,100 -2,270	-42%	-$207K	0.05%	153
2022 Q1	$544K	Buy	+5,370	New	+$538K	0.1%	118

Other funds holding ESGU

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Tortoise Investment Management's ESGU Position: Q2 2026 in Review

Tortoise Investment Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,862 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #206.

Tortoise Investment Management first reported a position in ESGU in Q1 2022 and has held it in 18 quarters since. The position peaked at $544K in Q1 2022. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Tortoise Investment Management held 1,862 shares of iShares ESG Aware MSCI USA ETF worth $305K as of Q2 2026.
Tortoise Investment Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #206 holding.
Tortoise Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
Tortoise Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $544K in Q1 2022.
572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.