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 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

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

CGC Financial Services's ESGU Position: Q2 2026 in Review

CGC Financial Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.39% in Q2 2026, buying an estimated $1.42K and bringing the position to 2,297 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #50.

CGC Financial Services first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. The position peaked at $385K in Q4 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

CGC Financial Services held 2,297 shares of iShares ESG Aware MSCI USA ETF worth $376K as of Q2 2026.
CGC Financial Services bought 9 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.42K.
iShares ESG Aware MSCI USA ETF made up 0.08% of CGC Financial Services's portfolio in Q2 2026, its #50 holding.
CGC Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
CGC Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $385K in Q4 2024.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.