Commonwealth Retirement Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Commonwealth Retirement Investments’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	-280	Closed	-$41.7K	–	210
2025 Q4	$41.7K	Buy	+280	New	+$41.4K	0.01%	190
2024 Q1	–	Sell	-15,075	Closed	-$1.58M	–	82
2023 Q4	$1.58M	Buy	15,075 +116	+0.8%	+$11.4K	0.84%	36
2023 Q3	$1.4M	Sell	14,959 -5,155	-26%	-$505K	0.81%	33
2023 Q2	$1.96M	Sell	20,114 -69	-0.3%	-$6.37K	1.09%	31
2023 Q1	$1.83M	Sell	20,183 -20,327	-50%	-$1.8M	1.08%	34
2022 Q4	$3.43M	Buy	+40,510	New	+$3.46M	2.08%	22

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

Commonwealth Retirement Investments's ESGU Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026, closing a stake of 280 shares — an estimated $41.7K sold.

Commonwealth Retirement Investments first reported a position in ESGU in Q4 2022 and held it in 6 quarters. The position peaked at $3.43M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Commonwealth Retirement Investments reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Retirement Investments sold 280 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $41.7K.
Commonwealth Retirement Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 6 quarters.
Commonwealth Retirement Investments's iShares ESG Aware MSCI USA ETF position peaked at $3.43M in Q4 2022.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.