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

Cornerstone 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 Q3	$991K	Buy	5,939 +113	+2%	+$18.8K	0.57%	35
2026 Q2	$954K	Buy	5,826 +12	+0.2%	+$1.9K	0.59%	36
2026 Q1	$912K	Buy	5,814 +460	+9%	+$68.1K	0.59%	36
2025 Q4	$798K	Sell	5,354 -353	-6%	-$52.2K	0.56%	37
2025 Q3	$831K	Sell	5,707 -404	-7%	-$56.6K	0.64%	36
2025 Q2	$827K	Buy	6,111 +15	+0.2%	+$1.87K	0.7%	35
2025 Q1	$777K	Buy	6,096 +469	+8%	+$60.4K	0.7%	33
2024 Q4	$725K	Buy	+5,627	New	+$729K	0.71%	37

Other funds holding ESGU

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cornerstone Financial Group's ESGU Position: Q3 2026 in Review

Cornerstone Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q3 2026, buying an estimated $18.8K and bringing the position to 5,939 shares worth $991K. The position accounts for 0.57% of the portfolio, ranked #35.

Cornerstone Financial Group first reported a position in ESGU in Q4 2024 and has held it in 8 quarters since. 712 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Cornerstone Financial Group held 5,939 shares of iShares ESG Aware MSCI USA ETF worth $991K as of Q3 2026.
Cornerstone Financial Group bought 113 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $18.8K.
iShares ESG Aware MSCI USA ETF made up 0.57% of Cornerstone Financial Group's portfolio in Q3 2026, its #35 holding.
Cornerstone Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
712 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.