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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
Q2 		$1.3M Buy
7,914
+50
+0.6% +$7.91K 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

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

JB Capital's ESGU Position: Q2 2026 in Review

JB Capital increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.64% in Q2 2026, buying an estimated $7.91K and bringing the position to 7,914 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #129.

JB Capital first reported a position in ESGU in Q3 2021 and has held it in 20 quarters since. The position peaked at $131M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • JB Capital held 7,914 shares of iShares ESG Aware MSCI USA ETF worth $1.3M as of Q2 2026.
  • JB Capital bought 50 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.91K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of JB Capital's portfolio in Q2 2026, its #129 holding.
  • JB Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's iShares ESG Aware MSCI USA ETF position peaked at $131M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.