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

Optima 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 Q1	–	Sell	-133	Closed	-$19.8K	–	519
2025 Q4	$19.8K	Buy	+133	New	+$19.7K	0.01%	425

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Optima Capital's ESGU Position: Q1 2026 in Review

Optima Capital sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 133 shares — an estimated $19.8K sold.

Optima Capital first reported a position in ESGU in Q4 2025 and held it in 1 quarter. The position peaked at $19.8K in Q4 2025. 807 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Optima Capital reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 133 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $19.8K.
Optima Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's iShares ESG Aware MSCI USA ETF position peaked at $19.8K in Q4 2025.
807 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.