CIBC Private Wealth Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$497K	Buy	3,335 +246	+8%	+$36.4K	﹤0.01%	883
2025 Q3	$450K	Hold	3,089	–	–	﹤0.01%	896
2025 Q2	$418K	Hold	3,089	–	–	﹤0.01%	881
2025 Q1	$334K	Sell	3,089 -195	-6%	-$25.1K	﹤0.01%	935
2024 Q4	$426K	Hold	3,284	–	–	﹤0.01%	915
2024 Q3	$414K	Hold	3,284	–	–	﹤0.01%	927
2024 Q2	$400K	Sell	3,284 -37	-1%	-$4.25K	﹤0.01%	884
2024 Q1	$381K	Hold	3,321	–	–	﹤0.01%	904
2023 Q4	$348K	Buy	3,321 +745	+29%	+$73K	﹤0.01%	891
2023 Q3	$242K	Buy	+2,576	New	+$252K	﹤0.01%	945
2022 Q3	–	Sell	-2,471	Closed	-$207K	–	992
2022 Q2	$207K	Buy	+2,471	New	+$226K	﹤0.01%	876

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group's ESGU Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8% in Q4 2025, buying an estimated $36.4K and bringing the position to 3,335 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

CIBC Private Wealth Group first reported a position in ESGU in Q2 2022 and has held it in 11 quarters since. 831 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

CIBC Private Wealth Group held 3,335 shares of iShares ESG Aware MSCI USA ETF worth $497K as of Q4 2025.
CIBC Private Wealth Group bought 246 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $36.4K.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #883 holding.
CIBC Private Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 11 quarters since.
831 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.