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 Q2	$37.2K	Buy	+227	New	+$35.9K	0.01%	203
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 $1.55T 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

Commonwealth Retirement Investments's ESGU Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 227 shares worth $37.2K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in ESGU as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in ESGU in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.43M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Commonwealth Retirement Investments held 227 shares of iShares ESG Aware MSCI USA ETF worth $37.2K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Commonwealth Retirement Investments position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #203 holding.
Commonwealth Retirement Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 7 quarters since.
Commonwealth Retirement Investments's iShares ESG Aware MSCI USA ETF position peaked at $3.43M in Q4 2022.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.