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

American Capital Advisory’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	$1.14M	Hold	6,958	–	–	0.41%	39
2026 Q1	$984K	Sell	6,958 -115	-2%	-$17K	0.4%	43
2025 Q4	$1.05M	Buy	7,073 +22	+0.3%	+$3.25K	0.46%	42
2025 Q3	$1.03M	Sell	7,051 -272	-4%	-$38.1K	0.48%	40
2025 Q2	$991K	Sell	7,323 -6	-0.1%	-$749	0.5%	40
2025 Q1	$893K	Buy	7,329 +18	+0.2%	+$2.32K	0.48%	42
2024 Q4	$942K	Sell	7,311 -117	-2%	-$15.2K	0.52%	43
2024 Q3	$937K	Sell	7,428 -46	-0.6%	-$5.59K	0.54%	42
2024 Q2	$784K	Buy	7,474 +50	+0.7%	+$5.74K	0.56%	41
2024 Q1	$672K	Sell	7,424 -50	-0.7%	-$5.48K	0.59%	43
2023 Q4	$784K	Buy	+7,474	New	+$732K	0.56%	41

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

American Capital Advisory's ESGU Position: Q2 2026 in Review

American Capital Advisory held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 6,958 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #39.

American Capital Advisory first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

American Capital Advisory held 6,958 shares of iShares ESG Aware MSCI USA ETF worth $1.14M as of Q2 2026.
American Capital Advisory left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.41% of American Capital Advisory's portfolio in Q2 2026, its #39 holding.
American Capital Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.