Triumph Capital Management
ESGU icon

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

Triumph 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
Q3 		$40K Hold
240
– – 0.01% 760
2026
Q2 		$39.3K Buy
240
+8
+3% +$1.26K 0.01% 743
2026
Q1 		$32.8K Hold
232
– – 0.01% 746
2025
Q4 		$34.6K Buy
+232
New +$34.3K 0.01% 703

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Triumph Capital Management's ESGU Position: Q3 2026 in Review

Triumph Capital Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 240 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #760.

Triumph Capital Management first reported a position in ESGU in Q4 2025 and has held it in 4 quarters since. 737 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Triumph Capital Management held 240 shares of iShares ESG Aware MSCI USA ETF worth $40K as of Q3 2026.
  • Triumph Capital Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #760 holding.
  • Triumph Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
  • 737 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.