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Mountain Capital Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mountain Capital Investment Advisors’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 		$1.51M Buy
+42,927
New +$6.79M 0.21% 21
2024
Q2 		– Sell
-2,620
Closed -$299K – 50
2024
Q1 		$299K Sell
2,620
-206
-7% -$22.6K 0.08% 30
2023
Q4 		$296K Buy
2,826
+291
+11% +$28.5K 0.1% 49
2023
Q3 		$245K Sell
2,535
-383
-13% -$37.5K 0.09% 50
2023
Q2 		$292K Sell
2,918
-75,578
-96% -$6.98M 0.11% 60
2023
Q1 		$7.15M Sell
78,496
-31,652
-29% -$2.8M 3.15% 7
2022
Q4 		$9.54M Sell
110,148
-2,309
-2% -$197K 4.34% 5
2022
Q3 		$9.19M Buy
112,457
+4,020
+4% +$356K 4.81% 4
2022
Q2 		$9.41M Buy
108,437
+14,798
+16% +$1.35M 4.7% 5
2022
Q1 		$9.21M Buy
93,639
+1,326
+1% +$133K 4.35% 5
2021
Q4 		$9.81M Sell
92,313
-14,670
-14% -$1.54M 4.45% 3
2021
Q3 		$10.7M Buy
106,983
+1,410
+1% +$143K 5.68% 2
2021
Q2 		$10.5M Buy
105,573
+4,072
+4% +$389K 4.83% 2
2021
Q1 		$9.63M Buy
101,501
+4,829
+5% +$429K 4.83% 1
2020
Q4 		$8.44M Buy
96,672
+9,125
+10% +$741K 5.09% 2
2020
Q3 		$7.03M Buy
87,547
+52,373
+149% +$3.94M 4.54% 4
2020
Q2 		$2.5M Sell
35,174
-101,950
-74% -$6.71M 1.15% 17
2020
Q1 		$8.55M Buy
+137,124
New +$9.33M 4.42% 8

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Mountain Capital Investment Advisors's ESGU Position: Q2 2026 in Review

Mountain Capital Investment Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 42,927 shares worth $1.51M. The stake represents 0.21% of the portfolio and ranks #21 among its holdings. This is a return to the name: Mountain Capital Investment Advisors previously reported a position in ESGU as recently as Q1 2024.

Mountain Capital Investment Advisors first reported a position in ESGU in Q1 2020 and has held it in 18 quarters since. The position peaked at $10.7M in Q3 2021. 146 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Mountain Capital Investment Advisors held 42,927 shares of iShares ESG Aware MSCI USA ETF worth $1.51M as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Mountain Capital Investment Advisors position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 18 quarters since.
  • Mountain Capital Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $10.7M in Q3 2021.
  • 146 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.