Capital Advantage
ESGU icon

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
Q3 		$233K Sell
1,398
-17
-1% -$2.83K 0.03% 153
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Advantage's ESGU Position: Q3 2026 in Review

Capital Advantage reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q3 2026, selling an estimated $2.83K and leaving 1,398 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #153.

Capital Advantage first reported a position in ESGU in Q4 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Capital Advantage held 1,398 shares of iShares ESG Aware MSCI USA ETF worth $233K as of Q3 2026.
  • Capital Advantage sold 17 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $2.83K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Capital Advantage's portfolio in Q3 2026, its #153 holding.
  • Capital Advantage first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.