Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cambridge Investment Research 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 		$33.9M Buy
239,938
+47,825
+25% +$7.08M 0.09% 222
2025
Q4 		$28.6M Sell
192,113
-5,157
-3% -$762K 0.08% 253
2025
Q3 		$28.7M Buy
197,270
+3,138
+2% +$439K 0.08% 253
2025
Q2 		$26.3M Sell
194,132
-14,219
-7% -$1.78M 0.08% 253
2025
Q1 		$25.4M Sell
208,351
-9,119
-4% -$1.17M 0.09% 234
2024
Q4 		$28M Sell
217,470
-30,553
-12% -$3.96M 0.09% 205
2024
Q3 		$31.3M Buy
248,023
+671
+0.3% +$81.5K 0.11% 186
2024
Q2 		$29.5M Sell
247,352
-11,767
-5% -$1.35M 0.11% 174
2024
Q1 		$29.8M Sell
259,119
-87,166
-25% -$9.55M 0.11% 165
2023
Q4 		$36.3M Sell
346,285
-13,916
-4% -$1.36M 0.15% 123
2023
Q3 		$33.8M Sell
360,201
-53,129
-13% -$5.2M 0.16% 120
2023
Q2 		$40.3M Sell
413,330
-33,942
-8% -$3.13M 0.18% 103
2023
Q1 		$40.5M Sell
447,272
-304,147
-40% -$26.9M 0.2% 102
2022
Q4 		$63.7M Sell
751,419
-239,035
-24% -$20.4M 0.33% 55
2022
Q3 		$78.7M Buy
990,454
+81,010
+9% +$7.17M 0.44% 36
2022
Q2 		$76.3M Buy
909,444
+4,125
+0.5% +$377K 0.41% 41
2022
Q1 		$91.8M Buy
905,319
+116,908
+15% +$11.7M 0.42% 32
2021
Q4 		$85.1M Buy
788,411
+77,085
+11% +$8.09M 0.38% 46
2021
Q3 		$70M Buy
711,326
+113,847
+19% +$11.5M 0.35% 49
2021
Q2 		$58.8M Buy
597,479
+27,408
+5% +$2.62M 0.28% 65
2021
Q1 		$51.8M Buy
570,071
+29,698
+5% +$2.64M 0.28% 65
2020
Q4 		$46.5M Buy
540,373
+172,309
+47% +$14M 0.27% 66
2020
Q3 		$28.1M Buy
368,064
+21,319
+6% +$1.61M 0.19% 110
2020
Q2 		$24.3M Buy
346,745
+245,276
+242% +$16.1M 0.18% 117
2020
Q1 		$5.83M Buy
101,469
+85,795
+547% +$5.84M 0.06% 315
2019
Q4 		$1.12M Buy
15,674
+1,077
+7% +$73.3K 0.01% 1085
2019
Q3 		$954K Buy
14,597
+667
+5% +$43.4K 0.01% 1096
2019
Q2 		$899K Buy
13,930
+7,481
+116% +$474K 0.01% 1075
2019
Q1 		$401K Sell
6,449
-86,103
-93% -$5.14M ﹤0.01% 1618
2018
Q4 		$5.08M Buy
92,552
+297
+0.3% +$17.6K 0.06% 320
2018
Q3 		$5.9M Buy
92,255
+2,454
+3% +$154K 0.06% 323
2018
Q2 		$5.38M Buy
+89,801
New +$5.32M 0.06% 311

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

Cambridge Investment Research Advisors's ESGU Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 25% in Q1 2026, buying an estimated $7.08M and bringing the position to 239,938 shares worth $33.9M. The position accounts for 0.09% of the portfolio, ranked #222.

Cambridge Investment Research Advisors first reported a position in ESGU in Q2 2018 and has held it in 32 quarters since. The position peaked at $91.8M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Cambridge Investment Research Advisors held 239,938 shares of iShares ESG Aware MSCI USA ETF worth $33.9M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 47,825 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $7.08M.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #222 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2018 and has held it in 32 quarters since.
  • Cambridge Investment Research Advisors's iShares ESG Aware MSCI USA ETF position peaked at $91.8M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.