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

TD 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
Q1 		$228K Buy
1,613
+4
+0.2% +$592 0.02% 126
2025
Q4 		$240K Buy
1,609
+5
+0.3% +$739 0.02% 120
2025
Q3 		$234K Buy
1,604
+4
+0.3% +$560 0.02% 119
2025
Q2 		$216K Buy
1,600
+3
+0.2% +$375 0.02% 117
2025
Q1 		$195K Buy
1,597
+4
+0.3% +$515 0.02% 113
2024
Q4 		$205K Buy
1,593
+6
+0.4% +$777 0.02% 105
2024
Q3 		$200K Buy
1,587
+4
+0.3% +$486 0.02% 110
2024
Q2 		$189K Buy
1,583
+4
+0.3% +$459 0.02% 109
2024
Q1 		$182K Sell
1,579
-458
-22% -$50.2K 0.02% 108
2023
Q4 		$214K Buy
2,037
+15
+0.7% +$1.47K 0.02% 97
2023
Q3 		$190K Hold
2,022
– – 0.02% 97
2023
Q2 		$197K Buy
2,022
+7
+0.3% +$646 0.02% 93
2023
Q1 		$182K Buy
2,015
+10
+0.5% +$884 0.02% 90
2022
Q4 		$170K Buy
2,005
+9
+0.5% +$768 0.02% 90
2022
Q3 		$159K Buy
+1,996
New +$177K 0.02% 93
2022
Q2 		– Sell
-1,980
Closed -$201K – 85
2022
Q1 		$201K Buy
1,980
+6
+0.3% +$601 0.02% 90
2021
Q4 		$213K Buy
1,974
+6
+0.3% +$630 0.02% 88
2021
Q3 		$194K Buy
+1,968
New +$199K 0.02% 85

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TD Capital Management's ESGU Position: Q1 2026 in Review

TD Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.25% in Q1 2026, buying an estimated $592 and bringing the position to 1,613 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #126.

TD Capital Management first reported a position in ESGU in Q3 2021 and has held it in 18 quarters since. The position peaked at $240K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • TD Capital Management held 1,613 shares of iShares ESG Aware MSCI USA ETF worth $228K as of Q1 2026.
  • TD Capital Management bought 4 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $592.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of TD Capital Management's portfolio in Q1 2026, its #126 holding.
  • TD Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 18 quarters since.
  • TD Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $240K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.