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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

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

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. 866 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.
  • 866 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.