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

Aptus Capital Advisors’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 		$7.29M Buy
44,554
+4,741
+12% +$750K 0.05% 284
2026
Q1 		$5.63M Sell
39,813
-1,102
-3% -$163K 0.04% 321
2025
Q4 		$6.1M Sell
40,915
-309
-0.7% -$45.7K 0.04% 300
2025
Q3 		$6M Buy
41,224
+284
+0.7% +$39.8K 0.04% 294
2025
Q2 		$5.54M Sell
40,940
-27
-0.1% -$3.37K 0.05% 282
2025
Q1 		$4.99M Sell
40,967
-2,079
-5% -$268K 0.05% 277
2024
Q4 		$5.55M Buy
43,046
+2,756
+7% +$357K 0.06% 251
2024
Q3 		$5.08M Sell
40,290
-1,027
-2% -$125K 0.08% 208
2024
Q2 		$4.93M Sell
41,317
-406
-1% -$46.6K 0.09% 185
2024
Q1 		$4.8M Buy
41,723
+32,111
+334% +$3.52M 0.09% 188
2023
Q4 		$1.01M Buy
9,612
+7,230
+304% +$708K 0.03% 291
2023
Q3 		$224K Sell
2,382
-249
-9% -$24.4K 0.01% 539
2023
Q2 		$256K Sell
2,631
-54
-2% -$4.99K 0.01% 436
2023
Q1 		$243K Sell
2,685
-2,798
-51% -$247K 0.01% 432
2022
Q4 		$465K Buy
5,483
+312
+6% +$26.6K 0.01% 358
2022
Q3 		$411K Buy
5,171
+367
+8% +$32.5K 0.01% 345
2022
Q2 		$403K Sell
4,804
-694
-13% -$63.4K 0.01% 299
2022
Q1 		$557K Sell
5,498
-531
-9% -$53.2K 0.01% 294
2021
Q4 		$651K Buy
6,029
+1,285
+27% +$135K 0.02% 270
2021
Q3 		$467K Sell
4,744
-445
-9% -$45.1K 0.01% 289
2021
Q2 		$511K Buy
5,189
+225
+5% +$21.5K 0.01% 283
2021
Q1 		$451K Buy
4,964
+1,942
+64% +$173K 0.02% 277
2020
Q4 		$259K Buy
3,022
+201
+7% +$16.3K 0.01% 281
2020
Q3 		$214K Buy
+2,821
New +$212K 0.01% 287

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

Aptus Capital Advisors's ESGU Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 12% in Q2 2026, buying an estimated $750K and bringing the position to 44,554 shares worth $7.29M. The position accounts for 0.05% of the portfolio, ranked #284.

Aptus Capital Advisors first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Aptus Capital Advisors held 44,554 shares of iShares ESG Aware MSCI USA ETF worth $7.29M as of Q2 2026.
  • Aptus Capital Advisors bought 4,741 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $750K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #284 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.