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Coldstream Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Coldstream Capital 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 		$2.75M Hold
16,819
– – 0.03% 234
2026
Q1 		$2.38M Hold
16,819
– – 0.03% 252
2025
Q4 		$2.51M Sell
16,819
-63
-0.4% -$9.31K 0.03% 239
2025
Q3 		$2.46M Sell
16,882
-380
-2% -$53.2K 0.03% 249
2025
Q2 		$2.34M Buy
17,262
+3
+0% +$375 0.04% 248
2025
Q1 		$2.1M Buy
17,259
+7,892
+84% +$1.02M 0.04% 236
2024
Q4 		$1.21M Sell
9,367
-462
-5% -$59.9K 0.03% 347
2024
Q3 		$1.24M Sell
9,829
-196
-2% -$23.8K 0.03% 321
2024
Q2 		$1.2M Sell
10,025
-770
-7% -$88.4K 0.03% 292
2024
Q1 		$1.24M Sell
10,795
-529
-5% -$58K 0.03% 283
2023
Q4 		$1.19M Buy
11,324
+2,199
+24% +$215K 0.03% 261
2023
Q3 		$857K Sell
9,125
-174
-2% -$17K 0.03% 292
2023
Q2 		$906K Buy
9,299
+203
+2% +$18.7K 0.03% 285
2023
Q1 		$823K Sell
9,096
-269
-3% -$23.8K 0.03% 306
2022
Q4 		$794K Buy
+9,365
New +$799K 0.03% 304
2022
Q2 		$629K Buy
7,494
+215
+3% +$19.6K 0.02% 325
2022
Q1 		$738K Sell
7,279
-30
-0.4% -$3K 0.03% 281
2021
Q4 		$789K Sell
7,309
-62
-0.8% -$6.51K 0.02% 284
2021
Q3 		$726K Sell
7,371
-200
-3% -$20.3K 0.04% 215
2021
Q2 		$745K Buy
+7,571
New +$724K 0.03% 221

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

Coldstream Capital Management's ESGU Position: Q2 2026 in Review

Coldstream Capital Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 16,819 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #234.

Coldstream Capital Management first reported a position in ESGU in Q2 2021 and has held it in 20 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Coldstream Capital Management held 16,819 shares of iShares ESG Aware MSCI USA ETF worth $2.75M as of Q2 2026.
  • Coldstream Capital Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Coldstream Capital Management's portfolio in Q2 2026, its #234 holding.
  • Coldstream Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 20 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.