JB Capital
ESGU icon

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

JB 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 		$1.35M Buy
8,065
+151
+2% +$25.1K 0.05% 125
2026
Q2 		$1.3M Buy
7,914
+50
+0.6% +$7.9K 0.04% 129
2026
Q1 		$1.11M Sell
7,864
-599
-7% -$88.6K 0.04% 134
2025
Q4 		$1.26M Sell
8,463
-821
-9% -$121K 0.05% 126
2025
Q3 		$1.35M Buy
9,284
+1,606
+21% +$225K 0.06% 123
2025
Q2 		$1.04M Buy
7,678
+220
+3% +$27.5K 0.05% 128
2025
Q1 		$909K Buy
7,458
+1,083
+17% +$139K 0.05% 123
2024
Q4 		$821K Buy
6,375
+2,158
+51% +$280K 0.05% 118
2024
Q3 		$532K Sell
4,217
-303
-7% -$36.8K 0.03% 148
2024
Q2 		$539K Sell
4,520
-352
-7% -$40.4K 0.03% 141
2024
Q1 		$560K Sell
4,872
-343,549
-99% -$37.6M 0.04% 133
2023
Q4 		$36.6M Buy
348,421
+39,576
+13% +$3.88M 2.7% 6
2023
Q3 		$29M Sell
308,845
-152,071
-33% -$14.9M 2.45% 6
2023
Q2 		$44.9M Buy
460,916
+24,053
+6% +$2.22M 3.79% 6
2023
Q1 		$39.5M Sell
436,863
-787,375
-64% -$69.6M 3.61% 7
2022
Q4 		$104M Sell
1,224,238
-75,726
-6% -$6.46M 10.16% 2
2022
Q3 		$103M Buy
1,299,964
+59,945
+5% +$5.31M 11.33% 2
2022
Q2 		$104M Sell
1,240,019
-48,235
-4% -$4.41M 11.16% 2
2022
Q1 		$131M Buy
1,288,254
+139,492
+12% +$14M 12.71% 2
2021
Q4 		$124M Buy
1,148,762
+82,714
+8% +$8.68M 12.13% 2
2021
Q3 		$105M Buy
+1,066,048
New +$108M 13.58% 1

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KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JB Capital's ESGU Position: Q3 2026 in Review

JB Capital increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q3 2026, buying an estimated $25.1K and bringing the position to 8,065 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #125.

JB Capital first reported a position in ESGU in Q3 2021 and has held it in 21 quarters since. The position peaked at $131M in Q1 2022. 271 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • JB Capital held 8,065 shares of iShares ESG Aware MSCI USA ETF worth $1.35M as of Q3 2026.
  • JB Capital bought 151 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $25.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of JB Capital's portfolio in Q3 2026, its #125 holding.
  • JB Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 21 quarters since.
  • JB Capital's iShares ESG Aware MSCI USA ETF position peaked at $131M in Q1 2022.
  • 271 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.