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United Capital Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

United Capital Financial 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 		$9.11M Sell
64,438
-1,942
-3% -$287K 0.06% 254
2025
Q4 		$9.89M Buy
66,380
+5,943
+10% +$879K 0.06% 240
2025
Q3 		$8.8M Buy
60,437
+6,610
+12% +$926K 0.06% 231
2025
Q2 		$7.28M Sell
53,827
-6,516
-11% -$813K 0.06% 239
2025
Q1 		$7.36M Buy
60,343
+2,617
+5% +$337K 0.06% 224
2024
Q4 		$7.44M Sell
57,726
-8,092
-12% -$1.05M 0.06% 215
2024
Q3 		$8.3M Sell
65,818
-3,097
-4% -$376K 0.07% 204
2024
Q2 		$8.22M Sell
68,915
-1,400
-2% -$161K 0.07% 199
2024
Q1 		$8.08M Sell
70,315
-227,933
-76% -$25M 0.07% 204
2023
Q4 		$31.3M Buy
298,248
+241,794
+428% +$23.7M 0.26% 88
2023
Q3 		$5.3M Sell
56,454
-4,463
-7% -$437K 0.03% 290
2023
Q2 		$5.94M Sell
60,917
-6,024
-9% -$556K 0.03% 291
2023
Q1 		$6.05M Sell
66,941
-2,768
-4% -$245K 0.03% 299
2022
Q4 		$5.91M Buy
69,709
+8,449
+14% +$721K 0.03% 309
2022
Q3 		$4.87M Buy
61,260
+12,375
+25% +$1.1M 0.03% 323
2022
Q2 		$4.1M Buy
48,885
+21,919
+81% +$2M 0.02% 366
2022
Q1 		$2.73M Buy
26,966
+3,263
+14% +$327K 0.01% 465
2021
Q4 		$2.56M Sell
23,703
-431
-2% -$45.2K 0.01% 490
2021
Q3 		$2.38M Buy
24,134
+9,505
+65% +$963K 0.01% 491
2021
Q2 		$1.44M Sell
14,629
-2,629
-15% -$251K 0.01% 612
2021
Q1 		$1.57M Sell
17,258
-3,929
-19% -$349K 0.01% 557
2020
Q4 		$1.82M Buy
21,187
+13,399
+172% +$1.09M 0.01% 527
2020
Q3 		$593K Buy
7,788
+2,629
+51% +$198K ﹤0.01% 789
2020
Q2 		$361K Sell
5,159
-1,801
-26% -$119K ﹤0.01% 961
2020
Q1 		$400K Buy
+6,960
New +$474K ﹤0.01% 897
2019
Q3 		– Sell
-8,672
Closed -$560K – 1368
2019
Q2 		$560K Buy
8,672
+1,721
+25% +$109K ﹤0.01% 1010
2019
Q1 		$432K Buy
6,951
+2,121
+44% +$127K ﹤0.01% 1025
2018
Q4 		$265K Buy
+4,830
New +$286K ﹤0.01% 1107

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

United Capital Financial Advisors's ESGU Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.9% in Q1 2026, selling an estimated $287K and leaving 64,438 shares worth $9.11M. The position accounts for 0.06% of the portfolio, ranked #254.

United Capital Financial Advisors first reported a position in ESGU in Q4 2018 and has held it in 28 quarters since. The position peaked at $31.3M in Q4 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • United Capital Financial Advisors held 64,438 shares of iShares ESG Aware MSCI USA ETF worth $9.11M as of Q1 2026.
  • United Capital Financial Advisors sold 1,942 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $287K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #254 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 28 quarters since.
  • United Capital Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $31.3M in Q4 2023.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.