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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
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 $1.37T 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

Capital Analysts LLC's ESGU Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.27% in Q1 2026, buying an estimated $1.33K and bringing the position to 3,393 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #461.

Capital Analysts LLC first reported a position in ESGU in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.67M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Capital Analysts LLC held 3,393 shares of iShares ESG Aware MSCI USA ETF worth $479K as of Q1 2026.
  • Capital Analysts LLC bought 9 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.33K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #461 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 23 quarters since.
  • Capital Analysts LLC's iShares ESG Aware MSCI USA ETF position peaked at $2.67M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.