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

Mendel 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 		$2.07M Buy
12,652
+3
+0% +$474 0.93% 22
2026
Q1 		$1.79M Buy
+12,649
New +$1.87M 0.9% 26
2025
Q3 		$2.03M Buy
13,976
+4
+0% +$560 1.07% 19
2025
Q2 		$1.89M Sell
13,972
-40
-0.3% -$4.99K 1.08% 19
2025
Q1 		$1.71M Sell
14,012
-187
-1% -$24.1K 1.03% 19
2024
Q4 		$1.83M Buy
14,199
+25
+0.2% +$3.24K 1.11% 17
2024
Q3 		$1.79M Buy
14,174
+4
+0% +$486 1.1% 17
2024
Q2 		$1.69M Sell
14,170
-24
-0.2% -$2.76K 1.09% 15
2024
Q1 		$1.63M Sell
14,194
-459
-3% -$50.3K 1.08% 18
2023
Q4 		$1.54M Buy
14,653
+32
+0.2% +$3.13K 1.1% 16
2023
Q3 		$1.37M Hold
14,621
– – 1.13% 19
2023
Q2 		$1.42M Buy
14,621
+7
+0% +$646 1.14% 14
2023
Q1 		$1.32M Buy
14,614
+11
+0.1% +$973 1.19% 13
2022
Q4 		$1.24M Buy
14,603
+106
+0.7% +$9.04K 1.29% 16
2022
Q3 		$1.15M Hold
14,497
– – 1.35% 13
2022
Q2 		$1.22M Buy
14,497
+47
+0.3% +$4.29K 1.36% 16
2022
Q1 		$1.47M Buy
14,450
+45
+0.3% +$4.51K 1.39% 11
2021
Q4 		$1.55M Buy
+14,405
New +$1.51M 1.43% 9

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

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

Mendel Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.02% in Q2 2026, buying an estimated $474 and bringing the position to 12,652 shares worth $2.07M. The position accounts for 0.93% of the portfolio, ranked #22.

Mendel Capital Management first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Mendel Capital Management held 12,652 shares of iShares ESG Aware MSCI USA ETF worth $2.07M as of Q2 2026.
  • Mendel Capital Management bought 3 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $474.
  • iShares ESG Aware MSCI USA ETF made up 0.93% of Mendel Capital Management's portfolio in Q2 2026, its #22 holding.
  • Mendel Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.