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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
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 $1.37T 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 Investment Advisors's ESGU Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.03% in Q1 2026, buying an estimated $148 and bringing the position to 3,839 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #468.

Capital Investment Advisors first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $572K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Capital Investment Advisors held 3,839 shares of iShares ESG Aware MSCI USA ETF worth $543K as of Q1 2026.
  • Capital Investment Advisors bought 1 iShares ESG Aware MSCI USA ETF share in Q1 2026, an estimated $148.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #468 holding.
  • Capital Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • Capital Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $572K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.