CGC Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CGC Financial 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 Q3	$383K	Hold	2,297	–	–	0.09%	48
2026 Q2	$376K	Buy	2,297 +9	+0.4%	+$1.42K	0.08%	50
2026 Q1	$324K	Sell	2,288 -133	-5%	-$19.7K	0.09%	49
2025 Q4	$361K	Hold	2,421	–	–	0.1%	44
2025 Q3	$352K	Sell	2,421 -223	-8%	-$31.2K	0.1%	41
2025 Q2	$358K	Sell	2,644 -343	-11%	-$42.8K	0.12%	36
2025 Q1	$364K	Hold	2,987	–	–	0.14%	32
2024 Q4	$385K	Buy	2,987 +2,887	+2,887%	+$374K	0.15%	29
2024 Q3	$12.6K	Hold	100	–	–	0.01%	187
2024 Q2	$11.9K	Hold	100	–	–	0.01%	188
2024 Q1	$11.5K	Buy	+100	New	+$11K	0.01%	195

Other funds holding ESGU

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CGC Financial Services's ESGU Position: Q3 2026 in Review

CGC Financial Services held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2026 at 2,297 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #48.

CGC Financial Services first reported a position in ESGU in Q1 2024 and has held it in 11 quarters since. The position peaked at $385K in Q4 2024. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

CGC Financial Services held 2,297 shares of iShares ESG Aware MSCI USA ETF worth $383K as of Q3 2026.
CGC Financial Services left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA ETF made up 0.09% of CGC Financial Services's portfolio in Q3 2026, its #48 holding.
CGC Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 11 quarters since.
CGC Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $385K in Q4 2024.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.