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

Capital Analysts LLC’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 		$690K Buy
4,212
+819
+24% +$129K 0.02% 437
2026
Q1 		$479K Buy
3,393
+9
+0.3% +$1.33K 0.01% 461
2025
Q4 		$504K Sell
3,384
-321
-9% -$47.5K 0.01% 426
2025
Q3 		$539K Buy
3,705
+1,422
+62% +$199K 0.02% 405
2025
Q2 		$308K Buy
2,283
+107
+5% +$13.4K 0.01% 466
2025
Q1 		$266K Buy
2,176
+609
+39% +$78.4K 0.01% 477
2024
Q4 		$202K Buy
1,567
+275
+21% +$35.6K 0.01% 485
2024
Q3 		$163K Sell
1,292
-23
-2% -$2.79K 0.01% 503
2024
Q2 		$157K Buy
1,315
+161
+14% +$18.5K 0.01% 491
2024
Q1 		$133K Sell
1,154
-8,504
-88% -$932K 0.01% 508
2023
Q4 		$1.01M Buy
9,658
+167
+2% +$16.4K 0.05% 226
2023
Q3 		$891K Sell
9,491
-4,138
-30% -$405K 0.05% 229
2023
Q2 		$1.33M Buy
13,629
+594
+5% +$54.9K 0.07% 199
2023
Q1 		$1.18M Sell
13,035
-18,493
-59% -$1.64M 0.07% 204
2022
Q4 		$2.67M Sell
31,528
-725
-2% -$61.9K 0.16% 122
2022
Q3 		$2.56M Buy
32,253
+11,308
+54% +$1M 0.18% 116
2022
Q2 		$1.76M Buy
20,945
+19,958
+2,022% +$1.82M 0.12% 158
2022
Q1 		$100K Hold
987
– – 0.01% 430
2021
Q4 		$106K Buy
987
+134
+16% +$14.1K 0.01% 433
2021
Q3 		$84K Hold
853
– – 0.01% 488
2021
Q2 		$84K Buy
853
+160
+23% +$15.3K 0.01% 481
2021
Q1 		$63K Buy
693
+93
+16% +$8.27K ﹤0.01% 547
2020
Q4 		$52K Buy
600
+513
+590% +$41.7K ﹤0.01% 416
2020
Q3 		$7K Buy
+87
New +$6.55K ﹤0.01% 617

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 Analysts LLC's ESGU Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 24% in Q2 2026, buying an estimated $129K and bringing the position to 4,212 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #437.

Capital Analysts LLC first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.67M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Capital Analysts LLC held 4,212 shares of iShares ESG Aware MSCI USA ETF worth $690K as of Q2 2026.
  • Capital Analysts LLC bought 819 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $129K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #437 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • Capital Analysts LLC's iShares ESG Aware MSCI USA ETF position peaked at $2.67M in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.