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Capital A Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-257
Closed -$31.3K – 576
2025
Q1 		$31.3K Buy
257
+70
+37% +$9.02K 0.03% 185
2024
Q4 		$24.1K Buy
+187
New +$24.2K 0.04% 217

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's ESGU Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 257 shares — an estimated $31.3K sold.

Capital A Wealth Management first reported a position in ESGU in Q4 2024 and held it in 2 quarters. The position peaked at $31.3K in Q1 2025. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 257 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $31.3K.
  • Capital A Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $31.3K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.