Cerity Partners
ESGU icon

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

Cerity 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 		$16.5M Buy
116,599
+20,851
+22% +$3.08M 0.02% 503
2025
Q4 		$14.3M Buy
95,748
+65
+0.1% +$9.61K 0.02% 510
2025
Q3 		$13.9M Buy
95,683
+8,206
+9% +$1.15M 0.02% 469
2025
Q2 		$11.9M Buy
87,477
+17,166
+24% +$2.14M 0.02% 481
2025
Q1 		$8.57M Buy
70,311
+507
+0.7% +$65.3K 0.02% 543
2024
Q4 		$8.99M Buy
69,804
+12,325
+21% +$1.6M 0.02% 519
2024
Q3 		$7.25M Buy
57,479
+1,398
+2% +$170K 0.02% 589
2024
Q2 		$6.69M Sell
56,081
-159
-0.3% -$18.3K 0.02% 525
2024
Q1 		$6.42M Buy
56,240
+1,257
+2% +$138K 0.02% 581
2023
Q4 		$5.77M Buy
54,983
+34,905
+174% +$3.42M 0.02% 504
2023
Q3 		$1.89M Sell
20,078
-26,220
-57% -$2.57M 0.01% 599
2023
Q2 		$4.51M Buy
46,298
+7,278
+19% +$672K 0.02% 519
2023
Q1 		$3.53M Sell
39,020
-1,760
-4% -$156K 0.01% 564
2022
Q4 		$3.46M Buy
40,780
+13,678
+50% +$1.17M 0.02% 426
2022
Q3 		$2.15M Buy
27,102
+6,514
+32% +$577K 0.03% 361
2022
Q2 		$1.73M Sell
20,588
-52,190
-72% -$4.77M 0.02% 435
2022
Q1 		$7.38M Buy
72,778
+51,421
+241% +$5.15M 0.11% 155
2021
Q4 		$2.3M Buy
21,357
+5,687
+36% +$597K 0.04% 296
2021
Q3 		$1.54M Sell
15,670
-2,282
-13% -$231K 0.03% 299
2021
Q2 		$1.77M Buy
17,952
+7,551
+73% +$722K 0.04% 282
2021
Q1 		$945K Buy
10,401
+709
+7% +$63K 0.02% 351
2020
Q4 		$834K Buy
+9,692
New +$787K 0.03% 330

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cerity Partners's ESGU Position: Q1 2026 in Review

Cerity Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 22% in Q1 2026, buying an estimated $3.08M and bringing the position to 116,599 shares worth $16.5M. The position accounts for 0.02% of the portfolio, ranked #503.

Cerity Partners first reported a position in ESGU in Q4 2020 and has held it in 22 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Cerity Partners held 116,599 shares of iShares ESG Aware MSCI USA ETF worth $16.5M as of Q1 2026.
  • Cerity Partners bought 20,851 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.08M.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #503 holding.
  • Cerity Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.