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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AlphaCore Capital's ESGU Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.58% in Q1 2026, selling an estimated $6.36K and leaving 7,416 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #370.

AlphaCore Capital first reported a position in ESGU in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.49M in Q1 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • AlphaCore Capital held 7,416 shares of iShares ESG Aware MSCI USA ETF worth $1.05M as of Q1 2026.
  • AlphaCore Capital sold 43 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $6.36K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of AlphaCore Capital's portfolio in Q1 2026, its #370 holding.
  • AlphaCore Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 20 quarters since.
  • AlphaCore Capital's iShares ESG Aware MSCI USA ETF position peaked at $1.49M in Q1 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.