Cetera Investment Advisers
ESGU icon

Cetera Investment Advisers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cetera Investment Advisers’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 		$45.3M Buy
276,693
+611
+0.2% +$96.6K 0.04% 440
2026
Q1 		$39M Buy
276,082
+395
+0.1% +$58.4K 0.04% 450
2025
Q4 		$41.1M Sell
275,687
-6,149
-2% -$909K 0.04% 408
2025
Q3 		$41M Buy
281,836
+60,844
+28% +$8.52M 0.05% 388
2025
Q2 		$29.9M Sell
220,992
-14,393
-6% -$1.8M 0.05% 380
2025
Q1 		$28.7M Sell
235,385
-77,680
-25% -$10M 0.06% 352
2024
Q4 		$40.3M Sell
313,065
-2,184
-0.7% -$283K 0.08% 242
2024
Q3 		$39.8M Sell
315,249
-21,068
-6% -$2.56M 0.09% 228
2024
Q2 		$40.1M Sell
336,317
-139,872
-29% -$16.1M 0.09% 213
2024
Q1 		$54.7M Buy
476,189
+86,339
+22% +$9.46M 0.13% 154
2023
Q4 		$40.9M Sell
389,850
-53,552
-12% -$5.24M 0.33% 49
2023
Q3 		$41.6M Sell
443,402
-212,392
-32% -$20.8M 0.36% 45
2023
Q2 		$63.9M Sell
655,794
-102,513
-14% -$9.47M 0.54% 32
2023
Q1 		$68.6M Sell
758,307
-950,723
-56% -$84.1M 0.6% 30
2022
Q4 		$145M Buy
1,709,030
+1,282,697
+301% +$109M 1.34% 10
2022
Q3 		$33.9M Sell
426,333
-16,942
-4% -$1.5M 0.68% 21
2022
Q2 		$37.2M Sell
443,275
-98,648
-18% -$9.01M 0.59% 21
2022
Q1 		$54.9M Buy
541,923
+76,858
+17% +$7.7M 0.79% 14
2021
Q4 		$50.2M Buy
465,065
+95,126
+26% +$9.98M 0.72% 17
2021
Q3 		$36.4M Buy
369,939
+56,541
+18% +$5.73M 0.58% 21
2021
Q2 		$30.9M Buy
313,398
+176,744
+129% +$16.9M 0.5% 28
2021
Q1 		$12.4M Sell
136,654
-132,776
-49% -$11.8M 0.24% 88
2020
Q4 		$23.2M Buy
269,430
+248,346
+1,178% +$20.2M 0.46% 38
2020
Q3 		$1.61M Buy
21,084
+13,102
+164% +$987K 0.13% 186
2020
Q2 		$559K Buy
+7,982
New +$525K 0.05% 334

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

Cetera Investment Advisers's ESGU Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.22% in Q2 2026, buying an estimated $96.6K and bringing the position to 276,693 shares worth $45.3M. The position accounts for 0.04% of the portfolio, ranked #440.

Cetera Investment Advisers first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $145M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Cetera Investment Advisers held 276,693 shares of iShares ESG Aware MSCI USA ETF worth $45.3M as of Q2 2026.
  • Cetera Investment Advisers bought 611 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $96.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #440 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Cetera Investment Advisers's iShares ESG Aware MSCI USA ETF position peaked at $145M in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.