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

Ferguson Wellman 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
Q1 		$8.63M Buy
61,049
+760
+1% +$112K 0.12% 105
2025
Q4 		$8.98M Buy
60,289
+2,763
+5% +$409K 0.14% 81
2025
Q3 		$8.38M Buy
57,526
+1,640
+3% +$230K 0.14% 83
2025
Q2 		$7.56M Buy
55,886
+3,165
+6% +$395K 0.13% 83
2025
Q1 		$6.43M Buy
52,721
+3,312
+7% +$427K 0.12% 92
2024
Q4 		$6.36M Buy
49,409
+1,221
+3% +$158K 0.12% 91
2024
Q3 		$6.08M Buy
48,188
+827
+2% +$100K 0.12% 91
2024
Q2 		$5.65M Sell
47,361
-68
-0.1% -$7.81K 0.11% 89
2024
Q1 		$5.45M Buy
47,429
+551
+1% +$60.4K 0.11% 92
2023
Q4 		$4.92M Buy
46,878
+2,137
+5% +$209K 0.11% 101
2023
Q3 		$4.2M Buy
44,741
+2,039
+5% +$200K 0.1% 106
2023
Q2 		$4.16M Sell
42,702
-1,212
-3% -$112K 0.1% 112
2023
Q1 		$3.97M Buy
43,914
+1,777
+4% +$157K 0.1% 110
2022
Q4 		$3.57M Buy
42,137
+1,049
+3% +$89.5K 0.09% 116
2022
Q3 		$3.26M Buy
41,088
+3,438
+9% +$304K 0.13% 93
2022
Q2 		$3.16M Sell
37,650
-1,665
-4% -$152K 0.12% 104
2022
Q1 		$3.98M Buy
39,315
+7,824
+25% +$784K 0.13% 101
2021
Q4 		$3.4M Buy
31,491
+1,769
+6% +$186K 0.1% 106
2021
Q3 		$2.93M Buy
29,722
+2,420
+9% +$245K 0.09% 116
2021
Q2 		$2.69M Buy
27,302
+1,420
+5% +$136K 0.09% 118
2021
Q1 		$2.35M Buy
25,882
+470
+2% +$41.8K 0.08% 117
2020
Q4 		$2.19M Buy
25,412
+3,440
+16% +$279K 0.05% 169
2020
Q3 		$1.67M Buy
21,972
+2,476
+13% +$187K 0.05% 177
2020
Q2 		$1.36M Sell
19,496
-1,830
-9% -$120K 0.04% 177
2020
Q1 		$1.23M Buy
21,326
+1,990
+10% +$135K 0.05% 177
2019
Q4 		$1.38M Sell
19,336
-2,262
-10% -$154K 0.04% 197
2019
Q3 		$1.41M Buy
21,598
+1,972
+10% +$128K 0.05% 187
2019
Q2 		$1.27M Buy
19,626
+5,515
+39% +$350K 0.04% 189
2019
Q1 		$877K Buy
14,111
+4,045
+40% +$241K 0.03% 208
2018
Q4 		$553K Buy
+10,066
New +$595K 0.02% 242
2018
Q3 		– Sell
-3,735
Closed -$224K – 349
2018
Q2 		$224K Buy
+3,735
New +$221K 0.01% 317

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

Ferguson Wellman Capital Management's ESGU Position: Q1 2026 in Review

Ferguson Wellman Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q1 2026, buying an estimated $112K and bringing the position to 61,049 shares worth $8.63M. The position accounts for 0.12% of the portfolio, ranked #105.

Ferguson Wellman Capital Management first reported a position in ESGU in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.98M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Ferguson Wellman Capital Management held 61,049 shares of iShares ESG Aware MSCI USA ETF worth $8.63M as of Q1 2026.
  • Ferguson Wellman Capital Management bought 760 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $112K.
  • iShares ESG Aware MSCI USA ETF made up 0.12% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #105 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2018 and has held it in 31 quarters since.
  • Ferguson Wellman Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $8.98M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.