CAPTRUST Financial Advisors
ESGU icon

CAPTRUST Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CAPTRUST Financial 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 		$7.61M Buy
53,838
+2,742
+5% +$406K 0.01% 611
2025
Q4 		$7.61M Sell
51,096
-17,377
-25% -$2.57M 0.01% 551
2025
Q3 		$9.97M Buy
68,473
+13,814
+25% +$1.93M 0.02% 468
2025
Q2 		$7.4M Sell
54,659
-658
-1% -$82.1K 0.02% 527
2025
Q1 		$6.74M Buy
55,317
+8,010
+17% +$1.03M 0.02% 513
2024
Q4 		$6.09M Sell
47,307
-31
-0.1% -$4.02K 0.02% 489
2024
Q3 		$5.97M Sell
47,338
-1,161
-2% -$141K 0.02% 489
2024
Q2 		$5.79M Buy
48,499
+220
+0.5% +$25.3K 0.02% 478
2024
Q1 		$5.55M Sell
48,279
-3,166
-6% -$347K 0.02% 464
2023
Q4 		$5.4M Sell
51,445
-1,743
-3% -$171K 0.02% 535
2023
Q3 		$4.99M Sell
53,188
-7,852
-13% -$769K 0.02% 513
2023
Q2 		$5.95M Sell
61,040
-13,726
-18% -$1.27M 0.02% 450
2023
Q1 		$6.76M Sell
74,766
-16,663
-18% -$1.47M 0.03% 382
2022
Q4 		$7.75M Sell
91,429
-20,362
-18% -$1.74M 0.04% 338
2022
Q3 		$8.88M Sell
111,791
-13,193
-11% -$1.17M 0.05% 283
2022
Q2 		$10.5M Buy
124,984
+9,115
+8% +$833K 0.07% 239
2022
Q1 		$11.7M Sell
115,869
-68,186
-37% -$6.83M 0.08% 218
2021
Q4 		$19.9M Sell
184,055
-154,070
-46% -$16.2M 0.14% 157
2021
Q3 		$33.3M Buy
338,125
+304,729
+912% +$30.9M 0.28% 89
2021
Q2 		$3.29M Buy
33,396
+4,250
+15% +$407K 0.03% 374
2021
Q1 		$2.65M Buy
29,146
+11,230
+63% +$998K 0.03% 403
2020
Q4 		$1.54M Buy
17,916
+7,508
+72% +$610K 0.02% 468
2020
Q3 		$798K Sell
10,408
-7,686
-42% -$579K 0.01% 577
2020
Q2 		$1.27M Buy
18,094
+14,755
+442% +$971K 0.02% 435
2020
Q1 		$184K Sell
3,339
-137
-4% -$9.32K ﹤0.01% 890
2019
Q4 		$250K Buy
3,476
+1,330
+62% +$90.5K ﹤0.01% 902
2019
Q3 		$140K Hold
2,146
– – ﹤0.01% 660
2019
Q2 		$138K Sell
2,146
-230
-10% -$14.6K 0.01% 648
2019
Q1 		$148K Buy
+2,376
New +$142K 0.01% 582

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

CAPTRUST Financial Advisors's ESGU Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.4% in Q1 2026, buying an estimated $406K and bringing the position to 53,838 shares worth $7.61M. The position accounts for 0.01% of the portfolio, ranked #611.

CAPTRUST Financial Advisors first reported a position in ESGU in Q1 2019 and has held it in 29 quarters since. The position peaked at $33.3M in Q3 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • CAPTRUST Financial Advisors held 53,838 shares of iShares ESG Aware MSCI USA ETF worth $7.61M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 2,742 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $406K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #611 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 29 quarters since.
  • CAPTRUST Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $33.3M in Q3 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.