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

Blue Edge 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 		$13.7M Sell
83,906
-1,017
-1% -$161K 1.65% 18
2026
Q1 		$12M Sell
84,923
-6,379
-7% -$944K 1.6% 14
2025
Q4 		$13.6M Sell
91,302
-4,290
-4% -$634K 1.82% 15
2025
Q3 		$13.9M Sell
95,592
-174
-0.2% -$24.4K 1.98% 14
2025
Q2 		$13M Sell
95,766
-2,141
-2% -$267K 1.93% 11
2025
Q1 		$11.9M Sell
97,907
-1,697
-2% -$219K 1.92% 15
2024
Q4 		$12.8M Buy
99,604
+1,445
+1% +$187K 2.02% 13
2024
Q3 		$12.4M Sell
98,159
-2,633
-3% -$320K 1.93% 13
2024
Q2 		$12M Buy
100,792
+560
+0.6% +$64.3K 1.99% 14
2024
Q1 		$11.5M Buy
100,232
+12,350
+14% +$1.35M 1.93% 14
2023
Q4 		$9.22M Buy
87,882
+11,307
+15% +$1.11M 1.74% 16
2023
Q3 		$7.19M Buy
76,575
+448
+0.6% +$43.9K 1.51% 19
2023
Q2 		$7.42M Sell
76,127
-2,888
-4% -$267K 1.49% 19
2023
Q1 		$7.15M Sell
79,015
-5,123
-6% -$453K 1.55% 20
2022
Q4 		$7.13M Buy
84,138
+4,532
+6% +$387K 1.63% 20
2022
Q3 		$6.32M Sell
79,606
-4,220
-5% -$374K 1.57% 19
2022
Q2 		$7.03M Buy
83,826
+856
+1% +$78.2K 1.63% 18
2022
Q1 		$8.41M Sell
82,970
-184
-0.2% -$18.4K 1.68% 14
2021
Q4 		$8.97M Buy
83,154
+4,811
+6% +$505K 1.73% 19
2021
Q3 		$7.71M Buy
78,343
+17,667
+29% +$1.79M 1.61% 21
2021
Q2 		$5.97M Sell
60,676
-5,596
-8% -$535K 1.24% 22
2021
Q1 		$6.02M Buy
66,272
+10,261
+18% +$912K 1.34% 21
2020
Q4 		$4.82M Buy
56,011
+1,866
+3% +$152K 1.16% 24
2020
Q3 		$4.13M Buy
54,145
+176
+0.3% +$13.3K 1.12% 26
2020
Q2 		$3.78M Buy
53,969
+2,999
+6% +$197K 1.13% 28
2020
Q1 		$2.93M Buy
50,970
+19,592
+62% +$1.33M 1.06% 31
2019
Q4 		$2.24M Buy
31,378
+15,052
+92% +$1.02M 0.71% 34
2019
Q3 		$1.07M Buy
16,326
+8,061
+98% +$524K 0.37% 51
2019
Q2 		$533K Buy
8,265
+3,719
+82% +$236K 0.19% 69
2019
Q1 		$282K Buy
4,546
+41
+0.9% +$2.45K 0.11% 83
2018
Q4 		$247K Buy
+4,505
New +$266K 0.11% 82

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

Blue Edge Capital's ESGU Position: Q2 2026 in Review

Blue Edge Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q2 2026, selling an estimated $161K and leaving 83,906 shares worth $13.7M. The position accounts for 1.65% of the portfolio, ranked #18.

Blue Edge Capital first reported a position in ESGU in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.9M in Q3 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Blue Edge Capital held 83,906 shares of iShares ESG Aware MSCI USA ETF worth $13.7M as of Q2 2026.
  • Blue Edge Capital sold 1,017 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $161K.
  • iShares ESG Aware MSCI USA ETF made up 1.65% of Blue Edge Capital's portfolio in Q2 2026, its #18 holding.
  • Blue Edge Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 31 quarters since.
  • Blue Edge Capital's iShares ESG Aware MSCI USA ETF position peaked at $13.9M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.