Members Capital Advisors Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Members Capital Advisors Inc’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	$7.26M	Buy	+44,358	New	+$7.01M	6.24%	4
2025 Q3	$3.58M	Buy	24,582 +19,377	+372%	+$2.71M	4.11%	5
2025 Q2	$704K	Hold	5,205	–	–	0.81%	5
2025 Q1	$635K	Hold	5,205	–	–	0.74%	4
2024 Q4	$671K	Hold	5,205	–	–	0.6%	4
2024 Q3	$657K	Hold	5,205	–	–	0.76%	4
2024 Q2	$621K	Hold	5,205	–	–	0.72%	4
2024 Q1	$598K	Hold	5,205	–	–	1.69%	3
2023 Q4	$546K	Hold	5,205	–	–	1.57%	3
2023 Q3	$489K	Hold	5,205	–	–	0.61%	45
2023 Q2	$507K	Sell	5,205 -48,625	-90%	-$4.49M	0.52%	52
2023 Q1	$4.87M	Hold	53,830	–	–	3.52%	2
2022 Q4	$4.56M	Hold	53,830	–	–	3.28%	2
2022 Q3	$4.28M	Hold	53,830	–	–	3.37%	2
2022 Q2	$4.52M	Buy	53,830 +5,205	+11%	+$475K	3.27%	2
2022 Q1	$4.93M	Hold	48,625	–	–	3.17%	2
2021 Q4	$5.25M	Hold	48,625	–	–	2.69%	4
2021 Q3	$4.79M	Buy	+48,625	New	+$4.93M	2.6%	4

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Members Capital Advisors Inc's ESGU Position: Q2 2026 in Review

Members Capital Advisors Inc opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 44,358 shares worth $7.26M. The stake represents 6.24% of the portfolio and ranks #4 among its holdings. This is a return to the name: Members Capital Advisors Inc previously reported a position in ESGU as recently as Q3 2025.

Members Capital Advisors Inc first reported a position in ESGU in Q3 2021 and has held it in 18 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Members Capital Advisors Inc held 44,358 shares of iShares ESG Aware MSCI USA ETF worth $7.26M as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Members Capital Advisors Inc position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 6.24% of Members Capital Advisors Inc's portfolio in Q2 2026, its #4 holding.
Members Capital Advisors Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 18 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Members Capital Advisors Inc's 13F filing for Q2 2026, filed 4 Aug 2026.