Cascade Financial Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cascade Financial 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 Q1	$2.62M	Hold	18,500	–	–	0.27%	69
2025 Q4	$2.76M	Sell	18,500 -384	-2%	-$56.8K	0.28%	65
2025 Q3	$2.75M	Hold	18,884	–	–	0.32%	65
2025 Q2	$2.56M	Hold	18,884	–	–	0.31%	66
2025 Q1	$2.3M	Hold	18,884	–	–	0.29%	68
2024 Q4	$2.43M	Hold	18,884	–	–	0.32%	59
2024 Q3	$2.41M	Sell	18,884 -26	-0.1%	-$3.16K	0.3%	58
2024 Q2	$2.26M	Hold	18,910	–	–	0.3%	60
2024 Q1	$2.12M	Buy	+18,910	New	+$2.07M	0.31%	57

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cascade Financial Partners's ESGU Position: Q1 2026 in Review

Cascade Financial Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 18,500 shares worth $2.62M. The position accounts for 0.27% of the portfolio, ranked #69.

Cascade Financial Partners first reported a position in ESGU in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.76M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Cascade Financial Partners held 18,500 shares of iShares ESG Aware MSCI USA ETF worth $2.62M as of Q1 2026.
Cascade Financial Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.27% of Cascade Financial Partners's portfolio in Q1 2026, its #69 holding.
Cascade Financial Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares ESG Aware MSCI USA ETF position peaked at $2.76M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.