CFS Investment Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CFS Investment Advisory Services’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	$7.96M	Buy	48,723 +85	+0.2%	+$13.4K	0.53%	43
2026 Q1	$7.51M	Sell	48,638 -1,170	-2%	-$173K	0.52%	50
2025 Q4	$7.42M	Sell	49,808 -247	-0.5%	-$36.5K	0.54%	44
2025 Q3	$7.42M	Sell	50,055 -705	-1%	-$98.7K	0.55%	46
2025 Q2	$6.87M	Sell	50,760 -1,919	-4%	-$240K	0.56%	45
2025 Q1	$6.42M	Sell	52,679 -4,479	-8%	-$577K	0.57%	38
2024 Q4	$7.36M	Sell	57,158 -784	-1%	-$102K	0.66%	35
2024 Q3	$7.31M	Sell	57,942 -2,058	-3%	-$250K	0.61%	36
2024 Q2	$7.16M	Sell	60,000 -5,078	-8%	-$583K	0.58%	40
2024 Q1	$7.48M	Sell	65,078 -44,143	-40%	-$4.84M	1.26%	15
2023 Q4	$11.5M	Sell	109,221 -3,434	-3%	-$336K	2.06%	10
2023 Q3	$10.6M	Sell	112,655 -130,808	-54%	-$12.8M	1.69%	15
2023 Q2	$23.7M	Sell	243,463 -13,594	-5%	-$1.26M	3.03%	5
2023 Q1	$23.3M	Sell	257,057 -256,651	-50%	-$22.7M	4.23%	4
2022 Q4	$43.5M	Sell	513,708 -47,829,910	-99%	-$4.08B	9.88%	3
2022 Q3	$48.3M	Buy	48,343,618 +47,742,801	+7,946%	+$4.23B	11.12%	3
2022 Q2	$50.4M	Sell	600,817 -63,701,901	-99%	-$5.82B	7.71%	3
2022 Q1	$634K	Buy	64,302,718 +63,722,308	+10,979%	+$6.38B	2.76%	9
2021 Q4	$58.9M	Buy	580,410 +106,816	+23%	+$11.2M	7.9%	3
2021 Q3	$46.6M	Buy	+473,594	New	+$48M	6.39%	3
2020 Q4	$45.3M	Buy	+526,253	New	+$42.7M	7.21%	3

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

CFS Investment Advisory Services's ESGU Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.17% in Q2 2026, buying an estimated $13.4K and bringing the position to 48,723 shares worth $7.96M. The position accounts for 0.53% of the portfolio, ranked #43.

CFS Investment Advisory Services first reported a position in ESGU in Q4 2020 and has held it in 21 quarters since. The position peaked at $58.9M in Q4 2021. 140 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

CFS Investment Advisory Services held 48,723 shares of iShares ESG Aware MSCI USA ETF worth $7.96M as of Q2 2026.
CFS Investment Advisory Services bought 85 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $13.4K.
iShares ESG Aware MSCI USA ETF made up 0.53% of CFS Investment Advisory Services's portfolio in Q2 2026, its #43 holding.
CFS Investment Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 21 quarters since.
CFS Investment Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $58.9M in Q4 2021.
140 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.