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

Capital Advantage’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 		$232K Hold
1,415
– – 0.03% 144
2026
Q1 		$200K Hold
1,415
– – 0.03% 145
2025
Q4 		$211K Buy
+1,415
New +$209K 0.03% 147

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

Capital Advantage's ESGU Position: Q2 2026 in Review

Capital Advantage held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 1,415 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #144.

Capital Advantage first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Capital Advantage held 1,415 shares of iShares ESG Aware MSCI USA ETF worth $232K as of Q2 2026.
  • Capital Advantage left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Capital Advantage's portfolio in Q2 2026, its #144 holding.
  • Capital Advantage first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.