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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
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 $1.37T 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

Capasso Planning Partners's ESGU Position: Q1 2026 in Review

Capasso Planning Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.2% in Q1 2026, selling an estimated $14.8K and leaving 4,425 shares worth $626K. The position accounts for 0.34% of the portfolio, ranked #40.

Capasso Planning Partners first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $948K in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Capasso Planning Partners held 4,425 shares of iShares ESG Aware MSCI USA ETF worth $626K as of Q1 2026.
  • Capasso Planning Partners sold 100 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $14.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.34% of Capasso Planning Partners's portfolio in Q1 2026, its #40 holding.
  • Capasso Planning Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's iShares ESG Aware MSCI USA ETF position peaked at $948K in Q4 2023.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.