Prosperity Capital Advisors
ESGU icon

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

Prosperity Capital 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
Q3 		$3.02M Sell
18,079
-408
-2% -$67.9K 0.15% 99
2026
Q2 		$3.03M Buy
18,487
+25
+0.1% +$3.95K 0.15% 103
2026
Q1 		$2.61M Sell
18,462
-1,267
-6% -$187K 0.15% 102
2025
Q4 		$2.94M Sell
19,729
-541
-3% -$80K 0.18% 91
2025
Q3 		$2.95M Buy
20,270
+41
+0.2% +$5.74K 0.17% 96
2025
Q2 		$2.74M Sell
20,229
-1,496
-7% -$187K 0.18% 104
2025
Q1 		$2.66M Sell
21,725
-1,345
-6% -$173K 0.21% 78
2024
Q4 		$2.97M Sell
23,070
-252
-1% -$32.6K 0.24% 71
2024
Q3 		$2.94M Sell
23,322
-137
-0.6% -$16.6K 0.25% 82
2024
Q2 		$2.8M Sell
23,459
-3,302
-12% -$379K 0.31% 66
2024
Q1 		$3.08M Sell
26,761
-404,274
-94% -$44.3M 0.36% 48
2023
Q4 		$45.2M Buy
431,035
+42,234
+11% +$4.14M 4.91% 4
2023
Q3 		$36.5M Sell
388,801
-50,224
-11% -$4.92M 4.83% 4
2023
Q2 		$42.8M Buy
439,025
+37,141
+9% +$3.43M 5.98% 4
2023
Q1 		$36.4M Buy
401,884
+199,017
+98% +$17.6M 5.62% 4
2022
Q4 		$17.2M Buy
+202,867
New +$17.3M 5.29% 4

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Prosperity Capital Advisors's ESGU Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.2% in Q3 2026, selling an estimated $67.9K and leaving 18,079 shares worth $3.02M. The position accounts for 0.15% of the portfolio, ranked #99.

Prosperity Capital Advisors first reported a position in ESGU in Q4 2022 and has held it in 16 quarters since. The position peaked at $45.2M in Q4 2023. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Prosperity Capital Advisors held 18,079 shares of iShares ESG Aware MSCI USA ETF worth $3.02M as of Q3 2026.
  • Prosperity Capital Advisors sold 408 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $67.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.15% of Prosperity Capital Advisors's portfolio in Q3 2026, its #99 holding.
  • Prosperity Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 16 quarters since.
  • Prosperity Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $45.2M in Q4 2023.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.