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Cassilly Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cassilly Financial Group’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
Q3 		– Sell
-1,319
Closed -$216K – 81
2026
Q2 		$216K Buy
+1,319
New +$209K 0.16% 71

Other funds holding ESGU

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cassilly Financial Group's ESGU Position: Q3 2026 in Review

Cassilly Financial Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2026, closing a stake of 1,319 shares — an estimated $216K sold.

Cassilly Financial Group first reported a position in ESGU in Q2 2026 and held it in 1 quarter. The position peaked at $216K in Q2 2026. 32 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Cassilly Financial Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2026 after selling out during the quarter.
  • Cassilly Financial Group sold 1,319 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $216K.
  • Cassilly Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2026 and held it in 1 quarter.
  • Cassilly Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $216K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.