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Affinity Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Affinity Capital Advisors’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 		$24.2M Sell
146,606
-2,844
-2% -$450K 2.99% 8
2026
Q1 		$21.1M Sell
149,450
-1,142
-0.8% -$169K 2.96% 8
2025
Q4 		$22.4M Sell
150,592
-1,130
-0.7% -$167K 3.1% 8
2025
Q3 		$22.2M Buy
151,722
+103
+0.1% +$14.4K 3.41% 8
2025
Q2 		$20.5M Sell
151,619
-857
-0.6% -$107K 3.53% 7
2025
Q1 		$17.7M Buy
152,476
+1,192
+0.8% +$154K 3.51% 7
2024
Q4 		$19.6M Sell
151,284
-174
-0.1% -$22.5K 3.68% 6
2024
Q3 		$19.1M Buy
151,458
+9,330
+7% +$1.13M 3.7% 6
2024
Q2 		$17M Buy
142,128
+12,971
+10% +$1.49M 3.56% 7
2024
Q1 		$14.8M Buy
129,157
+15,604
+14% +$1.71M 3.31% 7
2023
Q4 		$11.9M Buy
113,553
+23,028
+25% +$2.26M 2.91% 7
2023
Q3 		$8.5M Buy
90,525
+82,181
+985% +$8.05M 2.33% 10
2023
Q2 		$813K Buy
8,344
+179
+2% +$16.5K 0.22% 65
2023
Q1 		$739K Hold
8,165
– – 0.23% 61
2022
Q4 		$692K Hold
8,165
– – 0.24% 54
2022
Q3 		$648K Sell
8,165
-392
-5% -$34.7K 0.23% 56
2022
Q2 		$718K Sell
8,557
-376
-4% -$34.3K 0.24% 55
2022
Q1 		$905K Sell
8,933
-39
-0.4% -$3.91K 0.28% 48
2021
Q4 		$968K Sell
8,972
-164
-2% -$17.2K 0.29% 51
2021
Q3 		$899K Sell
9,136
-1,375
-13% -$139K 0.3% 49
2021
Q2 		$1.03M Buy
10,511
+32
+0.3% +$3.06K 0.35% 48
2021
Q1 		$952K Sell
10,479
-1,155
-10% -$103K 0.35% 48
2020
Q4 		$1M Buy
11,634
+40
+0.3% +$3.25K 0.41% 42
2020
Q3 		$884K Buy
11,594
+2,775
+31% +$209K 0.5% 36
2020
Q2 		$617K Sell
8,819
-724
-8% -$47.7K 0.4% 46
2020
Q1 		$612K Buy
+9,543
New +$649K 0.45% 42

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Affinity Capital Advisors's ESGU Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q2 2026, selling an estimated $450K and leaving 146,606 shares worth $24.2M. The position accounts for 2.99% of the portfolio, ranked #8.

Affinity Capital Advisors first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. 865 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Affinity Capital Advisors held 146,606 shares of iShares ESG Aware MSCI USA ETF worth $24.2M as of Q2 2026.
  • Affinity Capital Advisors sold 2,844 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $450K.
  • iShares ESG Aware MSCI USA ETF made up 2.99% of Affinity Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Affinity Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • 865 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.