Cornerstone Advisors Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cornerstone Advisors Asset 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	$584K	Buy	3,569 +8	+0.2%	+$1.26K	0.08%	93
2026 Q1	$504K	Buy	3,561 +9	+0.3%	+$1.33K	0.08%	97
2025 Q4	$529K	Buy	3,552 +11	+0.3%	+$1.63K	0.09%	93
2025 Q3	$516K	Buy	3,541 +9	+0.3%	+$1.26K	0.09%	88
2025 Q2	$478K	Buy	3,532 +9	+0.3%	+$1.12K	0.09%	86
2025 Q1	$430K	Buy	3,523 +9	+0.3%	+$1.16K	0.09%	99
2024 Q4	$453K	Buy	3,514 +11	+0.3%	+$1.43K	0.1%	86
2024 Q3	$442K	Buy	3,503 +12	+0.3%	+$1.46K	0.1%	84
2024 Q2	$416K	Buy	3,491 +9	+0.3%	+$1.03K	0.12%	80
2024 Q1	$400K	Hold	3,482	–	–	0.14%	80
2023 Q4	$365K	Buy	3,482 +623	+22%	+$61K	0.14%	83
2023 Q3	$268K	Hold	2,859	–	–	0.11%	84
2023 Q2	$279K	Sell	2,859 -822	-22%	-$75.9K	0.12%	78
2023 Q1	$333K	Hold	3,681	–	–	0.16%	67
2022 Q4	$312K	Buy	+3,681	New	+$314K	0.17%	71

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

Cornerstone Advisors Asset Management's ESGU Position: Q2 2026 in Review

Cornerstone Advisors Asset Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.22% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,569 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #93.

Cornerstone Advisors Asset Management first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Cornerstone Advisors Asset Management held 3,569 shares of iShares ESG Aware MSCI USA ETF worth $584K as of Q2 2026.
Cornerstone Advisors Asset Management bought 8 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.26K.
iShares ESG Aware MSCI USA ETF made up 0.08% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #93 holding.
Cornerstone Advisors Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.