STALEY CAPITAL ADVISERS’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

STALEY CAPITAL ADVISERS’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	$13.3M	Hold	80,000	–	–	0.5%	39
2026 Q2	$13.1M	Hold	80,000	–	–	0.51%	38
2026 Q1	$11.3M	Hold	80,000	–	–	0.48%	39
2025 Q4	$11.9M	Sell	80,000 -10,000	-11%	-$1.48M	0.49%	39
2025 Q3	$13.1M	Hold	90,000	–	–	0.54%	38
2025 Q2	$12.2M	Hold	90,000	–	–	0.52%	39
2025 Q1	$11M	Sell	90,000 -10,135	-10%	-$1.31M	0.5%	39
2024 Q4	$12.9M	Hold	100,135	–	–	0.57%	37
2024 Q3	$12.6M	Hold	100,135	–	–	0.56%	40
2024 Q2	$11.9M	Hold	100,135	–	–	0.55%	39
2024 Q1	$11.5M	Hold	100,135	–	–	0.54%	42
2023 Q4	$10.5M	Hold	100,135	–	–	0.52%	45
2023 Q3	$9.4M	Buy	100,135 +135	+0.1%	+$13.2K	0.52%	45
2023 Q2	$9.7M	Sell	100,000 -2,233	-2%	-$206K	0.52%	43
2023 Q1	$9.32M	Buy	102,233 +2,233	+2%	+$197K	0.52%	44
2022 Q4	$8.48M	Sell	100,000 -150	-0.1%	-$12.8K	0.51%	44
2022 Q3	$7.95M	Sell	100,150 -18,000	-15%	-$1.59M	0.51%	44
2022 Q2	$9.9M	Hold	118,150	–	–	0.59%	41
2022 Q1	$12M	Buy	118,150 +8,000	+7%	+$801K	0.6%	38
2021 Q4	$11.9M	Hold	110,150	–	–	0.57%	40
2021 Q3	$10.8M	Sell	110,150 -3,000	-3%	-$304K	0.58%	39
2021 Q2	$11.1M	Sell	113,150 -2,500	-2%	-$239K	0.58%	42
2021 Q1	$10.5M	Buy	+115,650	New	+$10.3M	0.58%	42

Other funds holding ESGU

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

STALEY CAPITAL ADVISERS's ESGU Position: Q3 2026 in Review

STALEY CAPITAL ADVISERS held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 80,000 shares worth $13.3M. The position accounts for 0.5% of the portfolio, ranked #39.

STALEY CAPITAL ADVISERS first reported a position in ESGU in Q1 2021 and has held it in 23 quarters since. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

STALEY CAPITAL ADVISERS held 80,000 shares of iShares ESG Aware MSCI USA ETF worth $13.3M as of Q3 2026.
STALEY CAPITAL ADVISERS left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.5% of STALEY CAPITAL ADVISERS's portfolio in Q3 2026, its #39 holding.
STALEY CAPITAL ADVISERS first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 23 quarters since.
796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q3 2026, filed 6 Nov 2026.