U.S. Capital Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

U.S. Capital Wealth Advisors’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	$664K	Buy	4,696 +26	+0.6%	+$3.85K	0.02%	615
2025 Q4	$696K	Sell	4,670 -99	-2%	-$14.6K	0.02%	573
2025 Q3	$694K	Buy	4,769 +600	+14%	+$84K	0.02%	549
2025 Q2	$564K	Sell	4,169 -727	-15%	-$90.8K	0.02%	566
2025 Q1	$597K	Buy	4,896 +452	+10%	+$58.2K	0.02%	543
2024 Q4	$573K	Sell	4,444 -43	-1%	-$5.57K	0.02%	532
2024 Q3	$566K	Sell	4,487 -149	-3%	-$18.1K	0.02%	447
2024 Q2	$553K	Buy	4,636 +418	+10%	+$48K	0.02%	432
2024 Q1	$485K	Sell	4,218 -1,047	-20%	-$115K	0.02%	473
2023 Q4	$552K	Buy	5,265 +72	+1%	+$7.05K	0.02%	432
2023 Q3	$488K	Sell	5,193 -465	-8%	-$45.5K	0.02%	438
2023 Q2	$551K	Buy	5,658 +402	+8%	+$37.1K	0.03%	424
2023 Q1	$475K	Sell	5,256 -1,049	-17%	-$92.8K	0.02%	440
2022 Q4	$534K	Sell	6,305 -523	-8%	-$44.6K	0.02%	438
2022 Q3	$542K	Buy	6,828 +2,388	+54%	+$211K	0.03%	426
2022 Q2	$373K	Buy	4,440 +2,254	+103%	+$206K	0.02%	521
2022 Q1	$222K	Buy	+2,186	New	+$219K	0.01%	652

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

U.S. Capital Wealth Advisors's ESGU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.56% in Q1 2026, buying an estimated $3.85K and bringing the position to 4,696 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #615.

U.S. Capital Wealth Advisors first reported a position in ESGU in Q1 2022 and has held it in 17 quarters since. The position peaked at $696K in Q4 2025. 810 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

U.S. Capital Wealth Advisors held 4,696 shares of iShares ESG Aware MSCI USA ETF worth $664K as of Q1 2026.
U.S. Capital Wealth Advisors bought 26 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.85K.
iShares ESG Aware MSCI USA ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #615 holding.
U.S. Capital Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 17 quarters since.
U.S. Capital Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $696K in Q4 2025.
810 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.