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

Evergreen Capital Management’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 		$492K Buy
3,005
+10
+0.3% +$1.58K 0.01% 905
2026
Q1 		$424K Buy
2,995
+4
+0.1% +$592 0.01% 898
2025
Q4 		$446K Sell
2,991
-50
-2% -$7.39K 0.01% 807
2025
Q3 		$443K Sell
3,041
-20
-0.7% -$2.8K 0.01% 723
2025
Q2 		$414K Sell
3,061
-75
-2% -$9.36K 0.01% 647
2025
Q1 		$382K Sell
3,136
-15
-0.5% -$1.93K 0.01% 617
2024
Q4 		$406K Sell
3,151
-68
-2% -$8.81K 0.01% 585
2024
Q3 		$406K Buy
3,219
+21
+0.7% +$2.55K 0.01% 584
2024
Q2 		$382K Buy
3,198
+10
+0.3% +$1.15K 0.01% 559
2024
Q1 		$367K Sell
3,188
-460
-13% -$50.4K 0.01% 558
2023
Q4 		$383K Buy
3,648
+178
+5% +$17.4K 0.02% 505
2023
Q3 		$327K Sell
3,470
-225
-6% -$22K 0.01% 527
2023
Q2 		$360K Sell
3,695
-5
-0.1% -$462 0.02% 491
2023
Q1 		$335K Sell
3,700
-210
-5% -$18.6K 0.02% 478
2022
Q4 		$331K Buy
3,910
+90
+2% +$7.68K 0.02% 459
2022
Q3 		$303K Buy
3,820
+390
+11% +$34.5K 0.02% 444
2022
Q2 		$288K Sell
3,430
-1,055
-24% -$96.4K 0.02% 432
2022
Q1 		$455K Sell
4,485
-190
-4% -$19K 0.02% 395
2021
Q4 		$504K Buy
4,675
+177
+4% +$18.6K 0.02% 378
2021
Q3 		$443K Sell
4,498
-15
-0.3% -$1.52K 0.02% 367
2021
Q2 		$444K Buy
4,513
+520
+13% +$49.7K 0.02% 355
2021
Q1 		$363K Buy
3,993
+735
+23% +$65.3K 0.02% 357
2020
Q4 		$280K Sell
3,258
-601
-16% -$48.8K 0.02% 359
2020
Q3 		$294K Buy
+3,859
New +$291K 0.02% 326

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

Evergreen Capital Management's ESGU Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.33% in Q2 2026, buying an estimated $1.58K and bringing the position to 3,005 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #905.

Evergreen Capital Management first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. The position peaked at $504K in Q4 2021. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Evergreen Capital Management held 3,005 shares of iShares ESG Aware MSCI USA ETF worth $492K as of Q2 2026.
  • Evergreen Capital Management bought 10 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.58K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #905 holding.
  • Evergreen Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • Evergreen Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $504K in Q4 2021.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.