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Cooper Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cooper Financial 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
2026
Q2 		$231K Sell
1,410
-18
-1% -$2.85K 0.02% 405
2026
Q1 		$202K Sell
1,428
-341
-19% -$50.4K 0.02% 415
2025
Q4 		$264K Sell
1,769
-24
-1% -$3.55K 0.03% 321
2025
Q3 		$261K Sell
1,793
-21
-1% -$2.94K 0.03% 326
2025
Q2 		$245K Sell
1,814
-3,758
-67% -$469K 0.03% 333
2025
Q1 		$679K Sell
5,572
-1,211
-18% -$156K 0.09% 197
2024
Q4 		$874K Buy
6,783
+7
+0.1% +$907 0.11% 161
2024
Q3 		$855K Sell
6,776
-239
-3% -$29K 0.11% 159
2024
Q2 		$837K Sell
7,015
-166
-2% -$19.1K 0.12% 148
2024
Q1 		$826K Sell
7,181
-3,371
-32% -$369K 0.14% 143
2023
Q4 		$1.11M Sell
10,552
-3,728
-26% -$365K 0.2% 98
2023
Q3 		$1.34M Sell
14,280
-7,377
-34% -$722K 0.32% 72
2023
Q2 		$2.11M Buy
21,657
+1,267
+6% +$117K 0.52% 38
2023
Q1 		$1.84M Sell
20,390
-20,758
-50% -$1.84M 0.5% 39
2022
Q4 		$3.49M Sell
41,148
-3,146
-7% -$268K 1.06% 20
2022
Q3 		$3.52M Buy
44,294
+1,434
+3% +$127K 1.27% 15
2022
Q2 		$3.6M Buy
42,860
+2,602
+6% +$238K 1.31% 13
2022
Q1 		$4.08M Sell
40,258
-3,703
-8% -$371K 1.55% 10
2021
Q4 		$4.74M Sell
43,961
-408,832
-90% -$42.9M 1.79% 9
2021
Q3 		$44.6M Sell
452,793
-17,614
-4% -$1.78M 9.25% 1
2021
Q2 		$46.3M Buy
470,407
+35,799
+8% +$3.42M 9.42% 1
2021
Q1 		$39.5M Sell
434,608
-62,647
-13% -$5.57M 8.92% 1
2020
Q4 		$42.8M Buy
497,255
+58,451
+13% +$4.75M 8.73% 1
2020
Q3 		$33.4M Buy
438,804
+13,535
+3% +$1.02M 9.65% 1
2020
Q2 		$29.8M Buy
425,269
+263,615
+163% +$17.4M 9.63% 1
2020
Q1 		$9.29M Buy
161,654
+158,015
+4,342% +$10.8M 3.87% 5
2019
Q4 		$260K Hold
3,639
– – 0.1% 123
2019
Q3 		$238K Hold
3,639
– – 0.11% 121
2019
Q2 		$235K Buy
+3,639
New +$231K 0.11% 113

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

Cooper Financial Group's ESGU Position: Q2 2026 in Review

Cooper Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.3% in Q2 2026, selling an estimated $2.85K and leaving 1,410 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #405.

Cooper Financial Group first reported a position in ESGU in Q2 2019 and has held it in 29 quarters since. The position peaked at $46.3M in Q2 2021. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Cooper Financial Group held 1,410 shares of iShares ESG Aware MSCI USA ETF worth $231K as of Q2 2026.
  • Cooper Financial Group sold 18 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.85K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #405 holding.
  • Cooper Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2019 and has held it in 29 quarters since.
  • Cooper Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $46.3M in Q2 2021.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.