CG
ESGU icon

Caprock Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Caprock Group’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 		$485K Buy
3,429
+137
+4% +$20.3K 0.01% 765
2025
Q4 		$490K Sell
3,292
-215
-6% -$31.8K 0.01% 834
2025
Q3 		$495K Buy
+3,507
New +$491K 0.01% 809
2025
Q1 		$428K Sell
3,508
-84
-2% -$10.8K 0.01% 779
2024
Q4 		$463K Buy
3,592
+33
+0.9% +$4.28K 0.02% 647
2024
Q3 		$449K Hold
3,559
– – 0.02% 609
2024
Q2 		$425K Hold
3,559
– – 0.02% 584
2024
Q1 		$409K Buy
3,559
+179
+5% +$19.6K 0.02% 471
2023
Q4 		$355K Buy
3,380
+89
+3% +$8.72K 0.02% 487
2023
Q3 		$310K Hold
3,291
– – 0.02% 484
2023
Q2 		$321K Hold
3,291
– – 0.02% 480
2023
Q1 		$298K Sell
3,291
-494
-13% -$43.7K 0.02% 493
2022
Q4 		$321K Buy
+3,785
New +$323K 0.03% 382

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

Caprock Group's ESGU Position: Q1 2026 in Review

Caprock Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.2% in Q1 2026, buying an estimated $20.3K and bringing the position to 3,429 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #765.

Caprock Group first reported a position in ESGU in Q4 2022 and has held it in 13 quarters since. The position peaked at $495K in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Caprock Group held 3,429 shares of iShares ESG Aware MSCI USA ETF worth $485K as of Q1 2026.
  • Caprock Group bought 137 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $20.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #765 holding.
  • Caprock Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 13 quarters since.
  • Caprock Group's iShares ESG Aware MSCI USA ETF position peaked at $495K in Q3 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.