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
Q2 		$20.7M Buy
126,597
+9,998
+9% +$1.58M 0.03% 476
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 $1.55T 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

Cerity Partners's ESGU Position: Q2 2026 in Review

Cerity Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.6% in Q2 2026, buying an estimated $1.58M and bringing the position to 126,597 shares worth $20.7M. The position accounts for 0.03% of the portfolio, ranked #476.

Cerity Partners first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Cerity Partners held 126,597 shares of iShares ESG Aware MSCI USA ETF worth $20.7M as of Q2 2026.
  • Cerity Partners bought 9,998 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.58M.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #476 holding.
  • Cerity Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.