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

Cary Street Partners’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 Q2	$426K	Sell	2,603 -565	-18%	-$89.3K	0.01%	716
2026 Q1	$448K	Sell	3,168 -227	-7%	-$33.6K	0.01%	621
2025 Q4	$506K	Buy	3,395 +55	+2%	+$8.13K	0.01%	595
2025 Q3	$486K	Sell	3,340 -1,342	-29%	-$188K	0.01%	570
2025 Q2	$633K	Sell	4,682 -1,322	-22%	-$165K	0.02%	503
2025 Q1	$732K	Sell	6,004 -40	-0.7%	-$5.15K	0.02%	459
2024 Q4	$779K	Buy	+6,044	New	+$783K	0.03%	428

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

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

Cary Street Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 18% in Q2 2026, selling an estimated $89.3K and leaving 2,603 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #716.

Cary Street Partners first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $779K in Q4 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Cary Street Partners held 2,603 shares of iShares ESG Aware MSCI USA ETF worth $426K as of Q2 2026.
Cary Street Partners sold 565 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $89.3K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #716 holding.
Cary Street Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares ESG Aware MSCI USA ETF position peaked at $779K in Q4 2024.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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