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

One 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 		$9.16M Hold
64,783
– – 0.25% 87
2026
Q1 		$9.16M Buy
64,783
+23,917
+59% +$3.54M 0.25% 89
2025
Q4 		$6.09M Buy
40,866
+28,003
+218% +$4.14M 0.18% 98
2025
Q3 		$1.87M Buy
12,863
+5,364
+72% +$751K 0.06% 171
2025
Q2 		$1.01M Sell
7,499
-568
-7% -$70.9K 0.04% 225
2025
Q1 		$983K Buy
8,067
+2,784
+53% +$359K 0.03% 216
2024
Q4 		$681K Sell
5,283
-1,879
-26% -$243K 0.02% 238
2024
Q3 		$904K Sell
7,162
-135
-2% -$16.4K 0.03% 222
2024
Q2 		$871K Buy
7,297
+1,336
+22% +$153K 0.03% 225
2024
Q1 		$685K Buy
+5,961
New +$653K 0.02% 202

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

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

One Capital Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 64,783 shares worth $9.16M. The position accounts for 0.25% of the portfolio, ranked #87.

One Capital Management first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • One Capital Management held 64,783 shares of iShares ESG Aware MSCI USA ETF worth $9.16M as of Q2 2026.
  • One Capital Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.25% of One Capital Management's portfolio in Q2 2026, its #87 holding.
  • One Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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