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

Oarsman Capital’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 		$397K Buy
+2,426
New +$384K 0.04% 165
2026
Q1 		– Sell
-1,352
Closed -$201K – 247
2025
Q4 		$201K Sell
1,352
-38
-3% -$5.62K 0.03% 234
2025
Q3 		$202K Buy
+1,390
New +$195K 0.03% 237
2025
Q1 		– Sell
-997
Closed -$128K – 436
2024
Q4 		$128K Buy
997
+416
+72% +$53.9K 0.02% 294
2024
Q3 		$73.3K Buy
+581
New +$70.5K 0.01% 390

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

Oarsman Capital's ESGU Position: Q2 2026 in Review

Oarsman Capital opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 2,426 shares worth $397K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in ESGU as recently as Q4 2025.

Oarsman Capital first reported a position in ESGU in Q3 2024 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Oarsman Capital held 2,426 shares of iShares ESG Aware MSCI USA ETF worth $397K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Oarsman Capital position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Oarsman Capital's portfolio in Q2 2026, its #165 holding.
  • Oarsman Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 5 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.