Apella Capital
ESGU icon

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
Q3 		$11.4M Sell
67,081
-3,711
-5% -$618K 0.14% 115
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 		$9.9M 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

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Brookstone Capital Management
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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Apella Capital's ESGU Position: Q3 2026 in Review

Apella Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.2% in Q3 2026, selling an estimated $618K and leaving 67,081 shares worth $11.4M. The position accounts for 0.14% of the portfolio, ranked #115.

Apella Capital first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.8M in Q4 2024. 249 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Apella Capital held 67,081 shares of iShares ESG Aware MSCI USA ETF worth $11.4M as of Q3 2026.
  • Apella Capital sold 3,711 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $618K.
  • iShares ESG Aware MSCI USA ETF made up 0.14% of Apella Capital's portfolio in Q3 2026, its #115 holding.
  • Apella Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's iShares ESG Aware MSCI USA ETF position peaked at $14.8M in Q4 2024.
  • 249 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.