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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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 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 $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 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. 146 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.
  • 146 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.