Corient Private Wealth
ESGU icon

Corient Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Corient Private Wealth’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 		$9.36M Sell
57,214
-86,979
-60% -$13.8M 0.01% 665
2026
Q1 		$20.4M Buy
144,193
+11,407
+9% +$1.69M 0.03% 399
2025
Q4 		$19.8M Sell
132,786
-780
-0.6% -$115K 0.03% 408
2025
Q3 		$19M Buy
133,566
+11,858
+10% +$1.66M 0.03% 399
2025
Q2 		$16.5M Sell
121,708
-4,852
-4% -$606K 0.02% 420
2025
Q1 		$15.4M Buy
126,560
+1,694
+1% +$218K 0.03% 431
2024
Q4 		$16.1M Buy
124,866
+19,465
+18% +$2.52M 0.03% 426
2024
Q3 		$13.3M Buy
105,401
+3,007
+3% +$365K 0.02% 494
2024
Q2 		$12.2M Buy
102,394
+4,740
+5% +$544K 0.02% 483
2024
Q1 		$11.2M Buy
97,654
+4,512
+5% +$494K 0.02% 498
2023
Q4 		$9.77M Buy
93,142
+6,906
+8% +$676K 0.02% 528
2023
Q3 		$8.1M Buy
86,236
+30,977
+56% +$3.03M 0.02% 523
2023
Q2 		$5.39M Buy
55,259
+2,205
+4% +$204K 0.01% 611
2023
Q1 		$4.8M Buy
53,054
+16,436
+45% +$1.45M 0.01% 609
2022
Q4 		$3.1M Buy
+36,618
New +$3.12M 0.01% 600

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

Corient Private Wealth's ESGU Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 60% in Q2 2026, selling an estimated $13.8M and leaving 57,214 shares worth $9.36M. The position accounts for 0.01% of the portfolio, ranked #665.

Corient Private Wealth first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.4M in Q1 2026. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Corient Private Wealth held 57,214 shares of iShares ESG Aware MSCI USA ETF worth $9.36M as of Q2 2026.
  • Corient Private Wealth sold 86,979 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $13.8M.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #665 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $20.4M in Q1 2026.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.