MEMBERS CAPITAL ADVISORS INC ESGU — ISHARES

Ownership history in MEMBERS CAPITAL ADVISORS INC  ·  17 quarters on record

AI Ownership Summary

MEMBERS CAPITAL ADVISORS INC reported ISHARES (ESGU) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 4.11% in 2025 Q3. The latest visible filing shows ESGU at 4.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESGU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MEMBERS CAPITAL ADVISORS INC's position in ISHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ESGU was reported at 4.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.11% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESGU stock page MEMBERS CAPITAL ADVISORS INC fund profile MEMBERS CAPITAL ADVISORS INC full holdings
How MEMBERS CAPITAL ADVISORS INC held ESGU — position size vs. price
% of Fund (quarterly)    ESGU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 24,582 +19,377 +372.3% 4.11% $3.6M 2025-11-14 (Est.) $146.07
2025 Q2 UNCHANGED — — — 5,205 — 0% 0.81% $704K 2025-07-29 $137.67
2025 Q1 UNCHANGED — — — 5,205 — 0% 0.74% $635K 2025-04-29 $119.55
2024 Q4 UNCHANGED — — — 5,205 — 0% 0.60% $671K 2025-01-27 $129.99
2024 Q3 UNCHANGED — — — 5,205 — 0% 0.76% $657K 2024-10-31 $122.59
2024 Q2 UNCHANGED — — — 5,205 — 0% 0.72% $621K 2024-07-30 $116.70
2024 Q1 UNCHANGED — — — 5,205 — 0% 1.69% $598K 2024-05-01 $107.47
2023 Q4 UNCHANGED — — — 5,205 — 0% 1.57% $546K 2024-02-02 $106.00
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESGU

As of 2026 Q1 — sorted by position size

IMPACTfolio, LLC 3Y 15.71% Erickson Financial Group, LLC 3Y 12.09% Birchwood Financial Partners, Inc. 6.49% Laurel Wealth Planning LLC 3Y 5.24% Goodwin Investment Advisory 3Y 5.16% TIAA Wealth Investment Management LLC 5.14% Clarity Asset Management, Inc. 4.88% Avise Financial Cooperative, Inc. 4.52% CLIENT 1ST ADVISORY GROUP, LLC 3Y 3.64% Balanced Rock Investment Advisors LLC 3.57%

FAQ About MEMBERS CAPITAL ADVISORS INC and ESGU

These are the practical questions this page is built to answer before you even open the full history table.

How long has MEMBERS CAPITAL ADVISORS INC reported owning ESGU?

MEMBERS CAPITAL ADVISORS INC reported ESGU across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ESGU position in MEMBERS CAPITAL ADVISORS INC's portfolio?

The largest reported portfolio weight for ESGU was 4.11% in 2025 Q3.

What is the latest reported ESGU position on this page?

The most recent filing on this page is 2025 Q3, when MEMBERS CAPITAL ADVISORS INC reported 24,582 shares, equal to 4.11% of portfolio, with an estimated market value of $3.6M.

What does the chart on this ESGU ownership page compare?

The chart compares MEMBERS CAPITAL ADVISORS INC's quarterly ESGU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MEMBERS CAPITAL ADVISORS INC time their ESGU position?

Based on 13F filing dates vs. subsequent ESGU price moves, MEMBERS CAPITAL ADVISORS INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ESGU relative to SPY over the holding period was -1.2%.

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