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

Apella 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	$11.6M	Sell	70,792 -1,042	-1%	-$165K	0.16%	105
2026 Q1	$11.1M	Sell	71,834 -7,772	-10%	-$1.15M	0.16%	106
2025 Q4	$11.9M	Sell	79,606 -5,092	-6%	-$753K	0.23%	84
2025 Q3	$12.2M	Sell	84,698 -11,300	-12%	-$1.58M	0.27%	77
2025 Q2	$13M	Sell	95,998 -4,967	-5%	-$620K	0.35%	58
2025 Q1	$12M	Sell	100,965 -14,000	-12%	-$1.8M	0.41%	51
2024 Q4	$14.8M	Sell	114,965 -3,350	-3%	-$434K	0.57%	39
2024 Q3	$14.8M	Buy	118,315 +715	+0.6%	+$86.8K	0.61%	36
2024 Q2	$14.3M	Sell	117,600 -2,997	-2%	-$344K	0.64%	35
2024 Q1	$13.8M	Buy	120,597 +664	+0.6%	+$72.8K	0.69%	32
2023 Q4	$12.3M	Sell	119,933 -12,258	-9%	-$1.2M	0.69%	35
2023 Q3	$12.4M	Buy	132,191 +888	+0.7%	+$87K	0.88%	29
2023 Q2	$12.8M	Buy	+131,303	New	+$12.1M	0.91%	30
2022 Q4	$9.88M	Buy	116,553 +18,988	+19%	+$1.62M	0.9%	30
2022 Q3	$7.75M	Buy	97,565 +9,478	+11%	+$839K	0.9%	28
2022 Q2	$7.39M	Buy	88,087 +14,204	+19%	+$1.3M	0.88%	29
2022 Q1	$7.49M	Buy	73,883 +9,458	+15%	+$947K	1.05%	26
2021 Q4	$6.95M	Buy	64,425 +9,095	+16%	+$954K	0.89%	31
2021 Q3	$5.45M	Buy	55,330 +5,526	+11%	+$560K	0.78%	35
2021 Q2	$4.9M	Buy	49,804 +10,172	+26%	+$973K	0.81%	33
2021 Q1	$3.6M	Buy	39,632 +20,825	+111%	+$1.85M	1.14%	28
2020 Q4	$1.62M	Buy	18,807 +6,614	+54%	+$537K	0.57%	38
2020 Q3	$929K	Buy	12,193 +5,487	+82%	+$413K	0.37%	59
2020 Q2	$469K	Buy	6,706 +1,896	+39%	+$125K	0.22%	79
2020 Q1	$277K	Buy	+4,810	New	+$327K	0.16%	88

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 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

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

Apella Capital's ESGU Position: Q2 2026 in Review

Apella Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.5% in Q2 2026, selling an estimated $165K and leaving 70,792 shares worth $11.6M. The position accounts for 0.16% of the portfolio, ranked #105.

Apella Capital first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.8M in Q4 2024. 142 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Apella Capital held 70,792 shares of iShares ESG Aware MSCI USA ETF worth $11.6M as of Q2 2026.
Apella Capital sold 1,042 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $165K.
iShares ESG Aware MSCI USA ETF made up 0.16% of Apella Capital's portfolio in Q2 2026, its #105 holding.
Apella Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
Apella Capital's iShares ESG Aware MSCI USA ETF position peaked at $14.8M in Q4 2024.
142 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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