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

AlphaCore Capital’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 		$1.23M Buy
7,522
+106
+1% +$16.8K 0.02% 409
2026
Q1 		$1.05M Sell
7,416
-43
-0.6% -$6.36K 0.02% 370
2025
Q4 		$1.11M Buy
7,459
+656
+10% +$97K 0.02% 394
2025
Q3 		$991K Sell
6,803
-7
-0.1% -$980 0.03% 302
2025
Q2 		$921K Sell
6,810
-5,421
-44% -$677K 0.04% 271
2025
Q1 		$1.49M Buy
+12,231
New +$1.58M 0.13% 137
2024
Q1 		– Sell
-10,423
Closed -$1.09M – 219
2023
Q4 		$1.09M Sell
10,423
-101
-1% -$9.89K 0.16% 94
2023
Q3 		$988K Sell
10,524
-145
-1% -$14.2K 0.16% 96
2023
Q2 		$1.04M Buy
10,669
+923
+9% +$85.2K 0.17% 96
2023
Q1 		$881K Buy
9,746
+2,930
+43% +$259K 0.23% 60
2022
Q4 		$578K Buy
6,816
+1,516
+29% +$129K 0.22% 44
2022
Q3 		$421K Hold
5,300
– – 0.19% 43
2022
Q2 		$445K Hold
5,300
– – 0.21% 42
2022
Q1 		$537K Buy
5,300
+1,173
+28% +$117K 0.21% 44
2021
Q4 		$445K Hold
4,127
– – 0.19% 30
2021
Q3 		$406K Buy
4,127
+943
+30% +$95.6K 0.21% 36
2021
Q2 		$314K Buy
3,184
+134
+4% +$12.8K 0.17% 29
2021
Q1 		$277K Buy
3,050
+823
+37% +$73.2K 0.19% 19
2020
Q4 		$192K Buy
2,227
+87
+4% +$7.07K 0.14% 29
2020
Q3 		$163K Buy
+2,140
New +$161K 0.15% 28
2020
Q2 		– Sell
-831
Closed -$48K – 150
2020
Q1 		$48K Buy
+831
New +$56.6K 0.04% 107

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

AlphaCore Capital's ESGU Position: Q2 2026 in Review

AlphaCore Capital increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.4% in Q2 2026, buying an estimated $16.8K and bringing the position to 7,522 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #409.

AlphaCore Capital first reported a position in ESGU in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.49M in Q1 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • AlphaCore Capital held 7,522 shares of iShares ESG Aware MSCI USA ETF worth $1.23M as of Q2 2026.
  • AlphaCore Capital bought 106 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $16.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #409 holding.
  • AlphaCore Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 21 quarters since.
  • AlphaCore Capital's iShares ESG Aware MSCI USA ETF position peaked at $1.49M in Q1 2025.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.