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

SOL Capital 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 		– Sell
-18,875
Closed -$2.3M – 15
2026
Q1 		$2.3M Buy
+18,875
New +$2.79M 1.12% 15

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

SOL Capital Management's ESGU Position: Q2 2026 in Review

SOL Capital Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 18,875 shares — an estimated $2.3M sold.

SOL Capital Management first reported a position in ESGU in Q1 2026 and held it in 1 quarter. The position peaked at $2.3M in Q1 2026. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • SOL Capital Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • SOL Capital Management sold 18,875 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.3M.
  • SOL Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and held it in 1 quarter.
  • SOL Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $2.3M in Q1 2026.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on SOL Capital Management's 13F filing for Q2 2026.