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Capasso Planning Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Capasso Planning Partners’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 		$726K Buy
4,435
+10
+0.2% +$1.58K 0.36% 39
2026
Q1 		$626K Sell
4,425
-100
-2% -$14.8K 0.34% 40
2025
Q4 		$674K Sell
4,525
-416
-8% -$61.5K 0.37% 34
2025
Q3 		$719K Sell
4,941
-1,800
-27% -$252K 0.44% 34
2025
Q2 		$912K Buy
6,741
+37
+0.6% +$4.62K 0.52% 35
2025
Q1 		$817K Sell
6,704
-354
-5% -$45.6K 0.34% 49
2024
Q4 		$909K Sell
7,058
-141
-2% -$18.3K 0.36% 49
2024
Q3 		$908K Buy
7,199
+270
+4% +$32.8K 0.27% 65
2024
Q2 		$827K Buy
6,929
+13
+0.2% +$1.49K 0.27% 65
2024
Q1 		$795K Sell
6,916
-2,117
-23% -$232K 0.33% 45
2023
Q4 		$948K Buy
9,033
+946
+12% +$92.6K 0.44% 41
2023
Q3 		$759K Sell
8,087
-444
-5% -$43.5K 0.41% 38
2023
Q2 		$831K Buy
8,531
+839
+11% +$77.5K 0.45% 38
2023
Q1 		$696K Buy
7,692
+24
+0.3% +$2.12K 0.41% 43
2022
Q4 		$650K Buy
7,668
+993
+15% +$84.7K 0.41% 43
2022
Q3 		$530K Buy
6,675
+204
+3% +$18.1K 0.37% 50
2022
Q2 		$543K Sell
6,471
-171
-3% -$15.6K 0.39% 46
2022
Q1 		$673K Buy
6,642
+673
+11% +$67.4K 0.47% 43
2021
Q4 		$644K Buy
+5,969
New +$626K 0.47% 39

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

Capasso Planning Partners's ESGU Position: Q2 2026 in Review

Capasso Planning Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.23% in Q2 2026, buying an estimated $1.58K and bringing the position to 4,435 shares worth $726K. The position accounts for 0.36% of the portfolio, ranked #39.

Capasso Planning Partners first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $948K in Q4 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Capasso Planning Partners held 4,435 shares of iShares ESG Aware MSCI USA ETF worth $726K as of Q2 2026.
  • Capasso Planning Partners bought 10 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.58K.
  • iShares ESG Aware MSCI USA ETF made up 0.36% of Capasso Planning Partners's portfolio in Q2 2026, its #39 holding.
  • Capasso Planning Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's iShares ESG Aware MSCI USA ETF position peaked at $948K in Q4 2023.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.