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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
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

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

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

Cornerstone Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.21% in Q2 2026, buying an estimated $1.9K and bringing the position to 5,826 shares worth $954K. The position accounts for 0.59% of the portfolio, ranked #36.

Cornerstone Financial Group first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Cornerstone Financial Group held 5,826 shares of iShares ESG Aware MSCI USA ETF worth $954K as of Q2 2026.
  • Cornerstone Financial Group bought 12 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.59% of Cornerstone Financial Group's portfolio in Q2 2026, its #36 holding.
  • Cornerstone Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.