Chicago Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Chicago Capital’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 Q3	$1.12M	Hold	6,700	–	–	0.03%	192
2026 Q2	$1.1M	Hold	6,700	–	–	0.03%	193
2026 Q1	$948K	Hold	6,700	–	–	0.03%	205
2025 Q4	$998K	Hold	6,700	–	–	0.02%	197
2025 Q3	$976K	Hold	6,700	–	–	0.02%	193
2025 Q2	$907K	Hold	6,700	–	–	0.02%	190
2025 Q1	$817K	Hold	6,700	–	–	0.02%	194
2024 Q4	$863K	Hold	6,700	–	–	0.02%	176
2024 Q3	$845K	Hold	6,700	–	–	0.02%	180
2024 Q2	$799K	Hold	6,700	–	–	0.02%	186
2024 Q1	$770K	Hold	6,700	–	–	0.02%	179
2023 Q4	$703K	Hold	6,700	–	–	0.03%	175
2023 Q3	$629K	Hold	6,700	–	–	0.03%	137
2023 Q2	$653K	Hold	6,700	–	–	0.03%	137
2023 Q1	$606K	Hold	6,700	–	–	0.03%	142
2022 Q4	$568K	Hold	6,700	–	–	0.03%	150
2022 Q3	$532K	Hold	6,700	–	–	0.03%	157
2022 Q2	$562K	Hold	6,700	–	–	0.03%	153
2022 Q1	$679K	Hold	6,700	–	–	0.03%	150
2021 Q4	$723K	Hold	6,700	–	–	0.03%	149
2021 Q3	$660K	Hold	6,700	–	–	0.03%	156
2021 Q2	$660K	Hold	6,700	–	–	0.03%	149
2021 Q1	$609K	Buy	+6,700	New	+$596K	0.03%	159

Other funds holding ESGU

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Chicago Capital's ESGU Position: Q3 2026 in Review

Chicago Capital held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 6,700 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #192.

Chicago Capital first reported a position in ESGU in Q1 2021 and has held it in 23 quarters since. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Chicago Capital held 6,700 shares of iShares ESG Aware MSCI USA ETF worth $1.12M as of Q3 2026.
Chicago Capital left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.03% of Chicago Capital's portfolio in Q3 2026, its #192 holding.
Chicago Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 23 quarters since.
796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.