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

Capital Investment Advisors’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 		$628K Buy
3,840
+1
+0% +$158 0.01% 457
2026
Q1 		$543K Buy
3,839
+1
+0% +$148 0.01% 468
2025
Q4 		$572K Buy
3,838
+187
+5% +$27.6K 0.01% 453
2025
Q3 		$532K Buy
3,651
+1
+0% +$140 0.01% 460
2025
Q2 		$494K Buy
3,650
+639
+21% +$79.8K 0.01% 455
2025
Q1 		$367K Buy
+3,011
New +$388K 0.01% 494

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 Investment Advisors's ESGU Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.03% in Q2 2026, buying an estimated $158 and bringing the position to 3,840 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #457.

Capital Investment Advisors first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Capital Investment Advisors held 3,840 shares of iShares ESG Aware MSCI USA ETF worth $628K as of Q2 2026.
  • Capital Investment Advisors bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #457 holding.
  • Capital Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.