Cary Street Partners Investment Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Buy
6,426
+17
+0.3% +$2.69K 0.21% 111
2026
Q1
$906K Sell
6,409
-1,587
-20% -$235K 0.23% 103
2025
Q4
$1.19M Buy
7,996
+6,477
+426% +$958K 0.32% 83
2025
Q3
$221K Buy
1,519
+1,299
+590% +$182K 0.09% 245
2025
Q2
$29.8K Buy
220
+3
+1% +$375 0.01% 458
2025
Q1
$26.5K Sell
217
-277
-56% -$35.7K 0.02% 421
2024
Q4
$63.6K Buy
+494
New +$64K 0.04% 297
2020
Q4
Sell
-195
Closed -$15K 505
2020
Q3
$15K Buy
+195
New +$14.7K ﹤0.01% 702

Other funds holding ESGU

Cary Street Partners Investment Advisory's ESGU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.27% in Q2 2026, buying an estimated $2.69K and bringing the position to 6,426 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #111.

Cary Street Partners Investment Advisory first reported a position in ESGU in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2025. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Cary Street Partners Investment Advisory held 6,426 shares of iShares ESG Aware MSCI USA ETF worth $1.05M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 17 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.69K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #111 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 8 quarters since.
  • Cary Street Partners Investment Advisory's iShares ESG Aware MSCI USA ETF position peaked at $1.19M in Q4 2025.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.