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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Edge Capital's ESGU Position: Q1 2026 in Review

Blue Edge Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7% in Q1 2026, selling an estimated $944K and leaving 84,923 shares worth $12M. The position accounts for 1.6% of the portfolio, ranked #14.

Blue Edge Capital first reported a position in ESGU in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.9M in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Blue Edge Capital held 84,923 shares of iShares ESG Aware MSCI USA ETF worth $12M as of Q1 2026.
  • Blue Edge Capital sold 6,379 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $944K.
  • iShares ESG Aware MSCI USA ETF made up 1.6% of Blue Edge Capital's portfolio in Q1 2026, its #14 holding.
  • Blue Edge Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 30 quarters since.
  • Blue Edge Capital's iShares ESG Aware MSCI USA ETF position peaked at $13.9M in Q3 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.