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CGN Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CGN Advisors’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 		$2.95M Buy
18,017
+55
+0.3% +$8.7K 0.22% 96
2026
Q1 		$2.54M Sell
17,962
-315
-2% -$46.6K 0.2% 106
2025
Q4 		$2.72M Sell
18,277
-963
-5% -$142K 0.22% 100
2025
Q3 		$2.8M Buy
19,240
+1,490
+8% +$209K 0.23% 94
2025
Q2 		$2.4M Sell
17,750
-107
-0.6% -$13.4K 0.21% 99
2025
Q1 		$2.18M Sell
17,857
-76
-0.4% -$9.79K 0.21% 108
2024
Q4 		$2.31M Buy
17,933
+2,845
+19% +$369K 0.22% 107
2024
Q3 		$1.9M Buy
15,088
+1,865
+14% +$226K 0.19% 119
2024
Q2 		$1.58M Buy
13,223
+9,659
+271% +$1.11M 0.18% 126
2024
Q1 		$410K Buy
3,564
+624
+21% +$68.4K 0.05% 191
2023
Q4 		$308K Sell
2,940
-2,633
-47% -$258K 0.04% 215
2023
Q3 		$523K Buy
5,573
+1,591
+40% +$156K 0.07% 186
2023
Q2 		$388K Sell
3,982
-720
-15% -$66.5K 0.06% 181
2023
Q1 		$425K Sell
4,702
-22
-0.5% -$1.95K 0.07% 176
2022
Q4 		$400K Sell
4,724
-4,140
-47% -$353K 0.07% 177
2022
Q3 		$704K Buy
8,864
+2,405
+37% +$213K 0.18% 141
2022
Q2 		$542K Sell
6,459
-263
-4% -$24K 0.15% 146
2022
Q1 		$681K Sell
6,722
-1,167
-15% -$117K 0.17% 121
2021
Q4 		$851K Buy
7,889
+4,899
+164% +$514K 0.22% 101
2021
Q3 		$294K Sell
2,990
-8,714
-74% -$883K 0.1% 164
2021
Q2 		$1.15M Buy
11,704
+159
+1% +$15.2K 0.36% 68
2021
Q1 		$1.05M Sell
11,545
-616
-5% -$54.8K 0.38% 65
2020
Q4 		$1.05M Buy
+12,161
New +$988K 0.42% 63

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

CGN Advisors's ESGU Position: Q2 2026 in Review

CGN Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.31% in Q2 2026, buying an estimated $8.7K and bringing the position to 18,017 shares worth $2.95M. The position accounts for 0.22% of the portfolio, ranked #96.

CGN Advisors first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • CGN Advisors held 18,017 shares of iShares ESG Aware MSCI USA ETF worth $2.95M as of Q2 2026.
  • CGN Advisors bought 55 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $8.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.22% of CGN Advisors's portfolio in Q2 2026, its #96 holding.
  • CGN Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.