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

Scott 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 Q2	$1.74M	Buy	10,607 +113	+1%	+$17.9K	0.27%	28
2026 Q1	$1.55M	Buy	10,494 +22	+0.2%	+$3.25K	0.31%	28
2025 Q4	$1.56M	Buy	10,472 +26	+0.2%	+$3.84K	0.35%	24
2025 Q3	$1.54M	Buy	10,446 +21	+0.2%	+$2.94K	0.35%	21
2025 Q2	$1.42M	Buy	10,425 +1,071	+11%	+$134K	0.39%	21
2025 Q1	$1.14M	Sell	9,354 -7,737	-45%	-$996K	0.34%	23
2024 Q4	$2.19M	Sell	17,091 -484	-3%	-$62.7K	0.63%	17
2024 Q3	$2.22M	Buy	17,575 +2,782	+19%	+$338K	0.63%	17
2024 Q2	$1.8M	Sell	14,793 -562	-4%	-$64.5K	0.53%	18
2024 Q1	$1.75M	Sell	15,355 -1,222	-7%	-$134K	0.53%	18
2023 Q4	$1.74M	Buy	16,577 +36	+0.2%	+$3.53K	0.58%	17
2023 Q3	$1.58M	Buy	16,541 +45	+0.3%	+$4.41K	0.63%	16
2023 Q2	$1.61M	Buy	16,496 +33	+0.2%	+$3.05K	0.69%	16
2023 Q1	$1.49M	Buy	+16,463	New	+$1.46M	0.72%	16

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Scott Capital Advisors's ESGU Position: Q2 2026 in Review

Scott Capital Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.1% in Q2 2026, buying an estimated $17.9K and bringing the position to 10,607 shares worth $1.74M. The position accounts for 0.27% of the portfolio, ranked #28.

Scott Capital Advisors first reported a position in ESGU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.22M in Q3 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Scott Capital Advisors held 10,607 shares of iShares ESG Aware MSCI USA ETF worth $1.74M as of Q2 2026.
Scott Capital Advisors bought 113 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $17.9K.
iShares ESG Aware MSCI USA ETF made up 0.27% of Scott Capital Advisors's portfolio in Q2 2026, its #28 holding.
Scott Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
Scott Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.22M in Q3 2024.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.