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

FLC Capital 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 		$3.39M Sell
23,969
-104
-0.4% -$15.4K 0.61% 36
2025
Q4 		$3.59M Sell
24,073
-198
-0.8% -$29.3K 0.66% 36
2025
Q3 		$3.53M Sell
24,271
-181
-0.7% -$25.3K 0.68% 35
2025
Q2 		$3.31M Sell
24,452
-1,857
-7% -$232K 0.68% 37
2025
Q1 		$3.21M Sell
26,309
-878
-3% -$113K 0.72% 34
2024
Q4 		$3.5M Sell
27,187
-2,016
-7% -$261K 0.81% 32
2024
Q3 		$3.68M Sell
29,203
-313
-1% -$38K 0.85% 31
2024
Q2 		$3.52M Sell
29,516
-618
-2% -$71K 0.87% 30
2024
Q1 		$3.46M Sell
30,134
-687
-2% -$75.3K 0.88% 30
2023
Q4 		$3.23M Sell
30,821
-1,020
-3% -$99.9K 0.87% 29
2023
Q3 		$2.99M Sell
31,841
-2,417
-7% -$237K 0.91% 27
2023
Q2 		$3.34M Sell
34,258
-14,148
-29% -$1.31M 0.98% 27
2023
Q1 		$4.38M Sell
48,406
-9,357
-16% -$827K 1.34% 20
2022
Q4 		$4.9M Sell
57,763
-171,116
-75% -$14.6M 1.52% 15
2022
Q3 		$18.2M Buy
228,879
+3,428
+2% +$304K 6.31% 2
2022
Q2 		$18.9M Buy
225,451
+4,765
+2% +$435K 6.3% 1
2022
Q1 		$22.4M Buy
220,686
+18,826
+9% +$1.89M 6.28% 1
2021
Q4 		$21.8M Buy
201,860
+21,022
+12% +$2.21M 6.05% 1
2021
Q3 		$17.8M Buy
180,838
+4,225
+2% +$428K 5.25% 2
2021
Q2 		$17.4M Buy
176,613
+1,611
+0.9% +$154K 5.12% 2
2021
Q1 		$15.9M Sell
175,002
-9,431
-5% -$838K 4.98% 2
2020
Q4 		$15.9M Buy
184,433
+11,131
+6% +$904K 5.27% 2
2020
Q3 		$13.6M Buy
173,302
+65,529
+61% +$4.94M 4.97% 4
2020
Q2 		$7.75M Buy
107,773
+100,044
+1,294% +$6.59M 3.08% 8
2020
Q1 		$435K Buy
+7,729
New +$526K 0.2% 68

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

FLC Capital Advisors's ESGU Position: Q1 2026 in Review

FLC Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.43% in Q1 2026, selling an estimated $15.4K and leaving 23,969 shares worth $3.39M. The position accounts for 0.61% of the portfolio, ranked #36.

FLC Capital Advisors first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $22.4M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • FLC Capital Advisors held 23,969 shares of iShares ESG Aware MSCI USA ETF worth $3.39M as of Q1 2026.
  • FLC Capital Advisors sold 104 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $15.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.61% of FLC Capital Advisors's portfolio in Q1 2026, its #36 holding.
  • FLC Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • FLC Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $22.4M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on FLC Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.