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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Planning Group's ESGU Position: Q1 2026 in Review

Cornerstone Planning Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 825% in Q1 2026, buying an estimated $562K and bringing the position to 4,257 shares worth $671K. 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 13 quarters since. The position peaked at $2.37M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Cornerstone Planning Group held 4,257 shares of iShares ESG Aware MSCI USA ETF worth $671K as of Q1 2026.
  • Cornerstone Planning Group bought 3,797 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $562K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Cornerstone Planning Group's portfolio in Q1 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 13 quarters since.
  • Cornerstone Planning Group's iShares ESG Aware MSCI USA ETF position peaked at $2.37M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.