CI Investments Inc
ESGU icon

CI Investments Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CI Investments Inc’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 		$933K Buy
6,600
+850
+15% +$126K ﹤0.01% 438
2025
Q4 		$857K Buy
5,750
+400
+7% +$59.1K ﹤0.01% 449
2025
Q3 		$779K Sell
5,350
-100
-2% -$14K ﹤0.01% 467
2025
Q2 		$737K Sell
5,450
-2,150
-28% -$268K ﹤0.01% 468
2025
Q1 		$927K Buy
7,600
+100
+1% +$12.9K ﹤0.01% 442
2024
Q4 		$966K Sell
7,500
-400
-5% -$51.8K ﹤0.01% 421
2024
Q3 		$997K Sell
7,900
-200
-2% -$24.3K ﹤0.01% 411
2024
Q2 		$966K Sell
8,100
-225
-3% -$25.8K ﹤0.01% 397
2024
Q1 		$957K Buy
8,325
+575
+7% +$63K ﹤0.01% 393
2023
Q4 		$813K Sell
7,750
-225
-3% -$22K ﹤0.01% 390
2023
Q3 		$749K Buy
7,975
+650
+9% +$63.7K ﹤0.01% 391
2023
Q2 		$714K Buy
+7,325
New +$676K ﹤0.01% 401

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CI Investments Inc's ESGU Position: Q1 2026 in Review

CI Investments Inc increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 15% in Q1 2026, buying an estimated $126K and bringing the position to 6,600 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

CI Investments Inc first reported a position in ESGU in Q2 2023 and has held it in 12 quarters since. The position peaked at $997K in Q3 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • CI Investments Inc held 6,600 shares of iShares ESG Aware MSCI USA ETF worth $933K as of Q1 2026.
  • CI Investments Inc bought 850 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $126K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of CI Investments Inc's portfolio in Q1 2026, its #438 holding.
  • CI Investments Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 12 quarters since.
  • CI Investments Inc's iShares ESG Aware MSCI USA ETF position peaked at $997K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.