Key Capital Management
ESGU icon

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

Key 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
Q3 		$8.01K Buy
48
+24
+100% +$4K ﹤0.01% 409
2026
Q2 		$3.93K Hold
24
– – ﹤0.01% 476
2026
Q1 		$3.39K Sell
24
-289
-92% -$42.8K ﹤0.01% 443
2025
Q4 		$46.6K Buy
+313
New +$46.3K 0.05% 143

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Key Capital Management's ESGU Position: Q3 2026 in Review

Key Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 100% in Q3 2026, buying an estimated $4K and bringing the position to 48 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Key Capital Management first reported a position in ESGU in Q4 2025 and has held it in 4 quarters since. The position peaked at $46.6K in Q4 2025. 529 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Key Capital Management held 48 shares of iShares ESG Aware MSCI USA ETF worth $8.01K as of Q3 2026.
  • Key Capital Management bought 24 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $4K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #409 holding.
  • Key Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $46.6K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.