CFG
ESGU icon

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
Q2 		$216K Buy
+1,319
New +$209K 0.16% 71

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cassilly Financial Group's ESGU Position: Q2 2026 in Review

Cassilly Financial Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,319 shares worth $216K. The stake represents 0.16% of the portfolio and ranks #71 among its holdings.

860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Cassilly Financial Group held 1,319 shares of iShares ESG Aware MSCI USA ETF worth $216K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Cassilly Financial Group position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.16% of Cassilly Financial Group's portfolio in Q2 2026, its #71 holding.
  • 860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.