Cherry Creek Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cherry Creek Investment 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 Q1	–	Sell	-1,488	Closed	-$222K	–	127
2025 Q4	$222K	Sell	1,488 -100	-6%	-$14.8K	0.09%	105
2025 Q3	$231K	Hold	1,588	–	–	0.1%	103
2025 Q2	$215K	Sell	1,588 -850	-35%	-$106K	0.1%	103
2025 Q1	$297K	Buy	+2,438	New	+$314K	0.15%	88
2022 Q3	–	Sell	-2,646	Closed	-$222K	–	92
2022 Q2	$222K	Buy	2,646 +9	+0.3%	+$822	0.18%	80
2022 Q1	$267K	Buy	2,637 +8	+0.3%	+$801	0.18%	86
2021 Q4	$284K	Buy	2,629 +17	+0.7%	+$1.78K	0.18%	80
2021 Q3	$257K	Sell	2,612 -16	-0.6%	-$1.62K	0.17%	87
2021 Q2	$259K	Buy	+2,628	New	+$251K	0.17%	91

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cherry Creek Investment Advisors's ESGU Position: Q1 2026 in Review

Cherry Creek Investment Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 1,488 shares — an estimated $222K sold.

Cherry Creek Investment Advisors first reported a position in ESGU in Q2 2021 and held it in 9 quarters. The position peaked at $297K in Q1 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Cherry Creek Investment Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Cherry Creek Investment Advisors sold 1,488 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $222K.
Cherry Creek Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 9 quarters.
Cherry Creek Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $297K in Q1 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.