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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
Q2 		$554K Sell
3,384
-45
-1% -$7.12K 0.01% 819
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 $1.55T 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

Caprock Group's ESGU Position: Q2 2026 in Review

Caprock Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q2 2026, selling an estimated $7.12K and leaving 3,384 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #819.

Caprock Group first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Caprock Group held 3,384 shares of iShares ESG Aware MSCI USA ETF worth $554K as of Q2 2026.
  • Caprock Group sold 45 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.12K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #819 holding.
  • Caprock Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.