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Capitol Family Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Capitol Family Office’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 		$6.87K Buy
42
+1
+2% +$158 0.01% 44
2026
Q1 		$6.11K Hold
41
– – 0.01% 46
2025
Q4 		$6.11K Sell
41
-1
-2% -$148 0.01% 46
2025
Q3 		$6.12K Hold
42
– – 0.01% 45
2025
Q2 		$5.68K Hold
42
– – 0.01% 48
2025
Q1 		$5.12K Buy
+42
New +$5.41K 0.01% 48

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Capitol Family Office's ESGU Position: Q2 2026 in Review

Capitol Family Office increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.4% in Q2 2026, buying an estimated $158 and bringing the position to 42 shares worth $6.87K. The position accounts for 0.01% of the portfolio, ranked #44.

Capitol Family Office first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Capitol Family Office held 42 shares of iShares ESG Aware MSCI USA ETF worth $6.87K as of Q2 2026.
  • Capitol Family Office 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 Capitol Family Office's portfolio in Q2 2026, its #44 holding.
  • Capitol Family Office first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.