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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
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

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 Planning Group's ESGU Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.7% in Q2 2026, buying an estimated $31.6K and bringing the position to 4,457 shares worth $730K. The position accounts for 0.09% of the portfolio, ranked #87.

Cornerstone Planning Group first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.37M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Cornerstone Planning Group held 4,457 shares of iShares ESG Aware MSCI USA ETF worth $730K as of Q2 2026.
  • Cornerstone Planning Group bought 200 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $31.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Cornerstone Planning Group's portfolio in Q2 2026, its #87 holding.
  • Cornerstone Planning Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares ESG Aware MSCI USA ETF position peaked at $2.37M in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.