Clear Creek Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clear Creek Financial Management’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	$501K	Sell	3,063 -2,141	-41%	-$339K	0.03%	410
2026 Q1	$736K	Sell	5,204 -3,059	-37%	-$453K	0.06%	308
2025 Q4	$1.23M	Sell	8,263 -86	-1%	-$12.7K	0.1%	202
2025 Q3	$1.22M	Sell	8,349 -4,896	-37%	-$686K	0.11%	203
2025 Q2	$1.79M	Sell	13,245 -756	-5%	-$94.4K	0.17%	134
2025 Q1	$1.71M	Sell	14,001 -51	-0.4%	-$6.57K	0.18%	115
2024 Q4	$1.81M	Sell	14,052 -2,980	-17%	-$386K	0.2%	111
2024 Q3	$2.15M	Sell	17,032 -1,293	-7%	-$157K	0.24%	91
2024 Q2	$2.19M	Sell	18,325 -14,941	-45%	-$1.72M	0.27%	82
2024 Q1	$3.82M	Sell	33,266 -9,509	-22%	-$1.04M	0.49%	43
2023 Q4	$4.49M	Sell	42,775 -4,806	-10%	-$471K	0.71%	26
2023 Q3	$4.48M	Sell	47,581 -3,358	-7%	-$329K	0.79%	24
2023 Q2	$4.96M	Buy	50,939 +785	+2%	+$72.5K	0.86%	28
2023 Q1	$4.54M	Sell	50,154 -14,006	-22%	-$1.24M	0.86%	27
2022 Q4	$5.44M	Buy	64,160 +13,601	+27%	+$1.16M	1.19%	20
2022 Q3	$4.01M	Sell	50,559 -8,210	-14%	-$727K	0.89%	26
2022 Q2	$4.93M	Sell	58,769 -6,421	-10%	-$587K	1.03%	22
2022 Q1	$6.61M	Buy	65,190 +18,137	+39%	+$1.82M	1.04%	21
2021 Q4	$5.08M	Buy	47,053 +6,041	+15%	+$634K	0.76%	25
2021 Q3	$4.04M	Sell	41,012 -9,771	-19%	-$990K	0.65%	41
2021 Q2	$5M	Buy	+50,783	New	+$4.86M	0.77%	33
2021 Q1	–	Sell	-31,245	Closed	-$2.69M	–	107
2020 Q4	$2.69M	Sell	31,245 -14,189	-31%	-$1.15M	0.52%	50
2020 Q3	$3.46M	Buy	45,434 +24,220	+114%	+$1.82M	0.16%	56
2020 Q2	$1.48M	Buy	+21,214	New	+$1.4M	0.38%	46

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clear Creek Financial Management's ESGU Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 41% in Q2 2026, selling an estimated $339K and leaving 3,063 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #410.

Clear Creek Financial Management first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.61M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Clear Creek Financial Management held 3,063 shares of iShares ESG Aware MSCI USA ETF worth $501K as of Q2 2026.
Clear Creek Financial Management sold 2,141 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $339K.
iShares ESG Aware MSCI USA ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #410 holding.
Clear Creek Financial Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
Clear Creek Financial Management's iShares ESG Aware MSCI USA ETF position peaked at $6.61M in Q1 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.