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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
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 $1.37T 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

JB Capital's ESGU Position: Q1 2026 in Review

JB Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.1% in Q1 2026, selling an estimated $88.6K and leaving 7,864 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #134.

JB Capital first reported a position in ESGU in Q3 2021 and has held it in 19 quarters since. The position peaked at $131M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • JB Capital held 7,864 shares of iShares ESG Aware MSCI USA ETF worth $1.11M as of Q1 2026.
  • JB Capital sold 599 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $88.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of JB Capital's portfolio in Q1 2026, its #134 holding.
  • JB Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's iShares ESG Aware MSCI USA ETF position peaked at $131M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.