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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.52M Sell
15,409
-776
-5% -$123K 0.06% 314
2026
Q1
$2.29M Sell
16,185
-291
-2% -$43.1K 0.06% 308
2025
Q4
$2.45M Sell
16,476
-112
-0.7% -$16.6K 0.06% 288
2025
Q3
$2.42M Buy
16,588
+1,714
+12% +$240K 0.07% 281
2025
Q2
$2.01M Sell
14,874
-36
-0.2% -$4.49K 0.06% 307
2025
Q1
$1.82M Buy
14,910
+477
+3% +$61.4K 0.06% 325
2024
Q4
$1.86M Sell
14,433
-684
-5% -$88.6K 0.06% 320
2024
Q3
$1.91M Sell
15,117
-310
-2% -$37.6K 0.06% 331
2024
Q2
$1.84M Sell
15,427
-26,706
-63% -$3.07M 0.05% 336
2024
Q1
$4.84M Sell
42,133
-16,712
-28% -$1.83M 0.15% 183
2023
Q4
$6.17M Buy
58,845
+2,504
+4% +$245K 0.24% 107
2023
Q3
$5.29M Sell
56,341
-10,738
-16% -$1.05M 0.23% 116
2023
Q2
$6.54M Sell
67,079
-21,101
-24% -$1.95M 0.23% 103
2023
Q1
$7.98M Sell
88,180
-78,210
-47% -$6.92M 0.31% 65
2022
Q4
$14.1M Buy
166,390
+1,527
+0.9% +$130K 0.59% 29
2022
Q3
$13.1M Buy
164,863
+23,987
+17% +$2.12M 0.59% 26
2022
Q2
$11.8M Sell
140,876
-294
-0.2% -$26.9K 0.53% 31
2022
Q1
$14.3M Sell
141,170
-14,743
-9% -$1.48M 0.57% 27
2021
Q4
$16.8M Buy
155,913
+10,120
+7% +$1.06M 0.86% 11
2021
Q3
$14.4M Buy
145,793
+9,888
+7% +$1M 0.72% 16
2021
Q2
$13.4M Buy
135,905
+3,097
+2% +$296K 0.67% 17
2021
Q1
$12.1M Buy
132,808
+5,627
+4% +$500K 0.69% 17
2020
Q4
$10.9M Buy
127,181
+38,626
+44% +$3.14M 0.72% 14
2020
Q3
$6.75M Sell
88,555
-532
-0.6% -$40.1K 0.54% 36
2020
Q2
$6.24M Buy
89,087
+61,570
+224% +$4.05M 0.53% 37
2020
Q1
$1.58M Buy
27,517
+19,709
+252% +$1.34M 0.17% 179
2019
Q4
$557K Buy
7,808
+1,870
+31% +$127K 0.05% 371
2019
Q3
$388K Buy
+5,938
New +$386K 0.04% 385

Other funds holding ESGU

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

Snowden Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.8% in Q2 2026, selling an estimated $123K and leaving 15,409 shares worth $2.52M. The position accounts for 0.06% of the portfolio, ranked #314.

Snowden Capital Advisors first reported a position in ESGU in Q3 2019 and has held it in 28 quarters since. The position peaked at $16.8M in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Snowden Capital Advisors held 15,409 shares of iShares ESG Aware MSCI USA ETF worth $2.52M as of Q2 2026.
  • Snowden Capital Advisors sold 776 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $123K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Snowden Capital Advisors's portfolio in Q2 2026, its #314 holding.
  • Snowden Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2019 and has held it in 28 quarters since.
  • Snowden Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $16.8M in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.