QWM
ESGU icon

Quadcap Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Quadcap Wealth 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 		$283K Sell
1,732
-145
-8% -$22.9K 0.03% 346
2026
Q1 		$265K Sell
1,877
-115
-6% -$17K 0.03% 327
2025
Q4 		$297K Hold
1,992
– – 0.03% 317
2025
Q3 		$290K Sell
1,992
-19
-0.9% -$2.66K 0.03% 325
2025
Q2 		$272K Sell
2,011
-6
-0.3% -$749 0.03% 337
2025
Q1 		$246K Sell
2,017
-198
-9% -$25.5K 0.04% 333
2024
Q4 		$285K Sell
2,215
-1,408
-39% -$182K 0.04% 313
2024
Q3 		$457K Sell
3,623
-98
-3% -$11.9K 0.07% 258
2024
Q2 		$444K Sell
3,721
-92
-2% -$10.6K 0.08% 263
2024
Q1 		$438K Sell
3,813
-1,241
-25% -$136K 0.1% 226
2023
Q4 		$530K Buy
+5,054
New +$495K 0.14% 198

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

Quadcap Wealth Management's ESGU Position: Q2 2026 in Review

Quadcap Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.7% in Q2 2026, selling an estimated $22.9K and leaving 1,732 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #346.

Quadcap Wealth Management first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $530K in Q4 2023. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Quadcap Wealth Management held 1,732 shares of iShares ESG Aware MSCI USA ETF worth $283K as of Q2 2026.
  • Quadcap Wealth Management sold 145 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $22.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Quadcap Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • Quadcap Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $530K in Q4 2023.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.