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

MAI 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
Q2 		$2.93M Buy
17,884
+835
+5% +$132K 0.01% 602
2026
Q1 		$2.41M Sell
17,049
-531
-3% -$78.6K 0.01% 541
2025
Q4 		$2.62M Buy
17,580
+1,216
+7% +$180K 0.02% 523
2025
Q3 		$2.38M Buy
16,364
+10,215
+166% +$1.43M 0.01% 500
2025
Q2 		$832K Buy
6,149
+231
+4% +$28.8K 0.01% 699
2025
Q1 		$721K Sell
5,918
-729
-11% -$93.9K 0.01% 711
2024
Q4 		$856K Sell
6,647
-571
-8% -$74K 0.01% 685
2024
Q3 		$911K Sell
7,218
-667
-8% -$81K 0.01% 588
2024
Q2 		$941K Buy
7,885
+350
+5% +$40.2K 0.01% 621
2024
Q1 		$866K Buy
7,535
+1,145
+18% +$125K 0.01% 628
2023
Q4 		$670K Sell
6,390
-139
-2% -$13.6K 0.01% 603
2023
Q3 		$613K Buy
6,529
+577
+10% +$56.5K 0.01% 568
2023
Q2 		$580K Sell
5,952
-1,674
-22% -$155K 0.01% 573
2023
Q1 		$690K Sell
7,626
-1,998
-21% -$177K 0.01% 535
2022
Q4 		$816K Buy
9,624
+927
+11% +$79.1K 0.01% 464
2022
Q3 		$691K Sell
8,697
-607
-7% -$53.8K 0.01% 464
2022
Q2 		$781K Buy
9,304
+411
+5% +$37.5K 0.01% 440
2022
Q1 		$901K Buy
8,893
+1,232
+16% +$123K 0.02% 415
2021
Q4 		$827K Buy
7,661
+1,218
+19% +$128K 0.01% 441
2021
Q3 		$634K Buy
6,443
+1
+0% +$101 0.01% 461
2021
Q2 		$634K Buy
+6,442
New +$616K 0.01% 448

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

MAI Capital Management's ESGU Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.9% in Q2 2026, buying an estimated $132K and bringing the position to 17,884 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #602.

MAI Capital Management first reported a position in ESGU in Q2 2021 and has held it in 21 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • MAI Capital Management held 17,884 shares of iShares ESG Aware MSCI USA ETF worth $2.93M as of Q2 2026.
  • MAI Capital Management bought 835 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $132K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #602 holding.
  • MAI Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 21 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.