Cornerstone Planning Group
ESGU icon

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

Cornerstone Planning 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 		$741K Sell
4,345
-112
-3% -$18.6K 0.09% 89
2026
Q2 		$730K Buy
4,457
+200
+5% +$31.6K 0.09% 87
2026
Q1 		$671K Buy
4,257
+3,797
+825% +$562K 0.09% 89
2025
Q4 		$69.8K Buy
460
+51
+12% +$7.54K 0.01% 278
2025
Q3 		$60.9K Sell
409
-92
-18% -$12.9K 0.01% 293
2025
Q2 		$68.7K Sell
501
-95
-16% -$11.9K 0.01% 195
2025
Q1 		$69.5K Buy
596
+187
+46% +$24.1K 0.02% 185
2024
Q4 		$53.9K Hold
409
– – 0.01% 177
2024
Q3 		$52.2K Sell
409
-849
-67% -$103K 0.01% 182
2024
Q2 		$143K Sell
1,258
-1,905
-60% -$219K 0.04% 106
2024
Q1 		$356K Sell
3,163
-2,375
-43% -$260K 0.11% 49
2023
Q4 		$581K Sell
5,538
-2,825
-34% -$277K 0.19% 38
2023
Q3 		$785K Sell
8,363
-2,318
-22% -$227K 0.3% 34
2023
Q2 		$1.04M Buy
+10,681
New +$986K 0.41% 26
2022
Q4 		$2.37M Buy
+27,446
New +$2.34M 0.99% 22

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

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

Cornerstone Planning Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.5% in Q3 2026, selling an estimated $18.6K and leaving 4,345 shares worth $741K. The position accounts for 0.09% of the portfolio, ranked #89.

Cornerstone Planning Group first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q4 2022. 224 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Cornerstone Planning Group held 4,345 shares of iShares ESG Aware MSCI USA ETF worth $741K as of Q3 2026.
  • Cornerstone Planning Group sold 112 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $18.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Cornerstone Planning Group's portfolio in Q3 2026, its #89 holding.
  • Cornerstone Planning Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's iShares ESG Aware MSCI USA ETF position peaked at $2.37M in Q4 2022.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.