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Cornerstone Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cornerstone Wealth Management’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 		$251K Sell
1,774
-1,005
-36% -$149K 0.01% 618
2025
Q4 		$414K Buy
2,779
+1
+0% +$148 0.02% 470
2025
Q3 		$405K Hold
2,778
– – 0.02% 468
2025
Q2 		$376K Hold
2,778
– – 0.02% 454
2025
Q1 		$339K Sell
2,778
-755
-21% -$97.2K 0.02% 445
2024
Q4 		$455K Sell
3,533
-622
-15% -$80.6K 0.03% 374
2024
Q3 		$524K Sell
4,155
-42
-1% -$5.1K 0.04% 343
2024
Q2 		$501K Sell
4,197
-3,751
-47% -$431K 0.04% 333
2024
Q1 		$914K Sell
7,948
-115
-1% -$12.6K 0.07% 216
2023
Q4 		$846K Sell
8,063
-172
-2% -$16.8K 0.07% 225
2023
Q3 		$773K Sell
8,235
-168
-2% -$16.5K 0.07% 229
2023
Q2 		$819K Sell
8,403
-5,989
-42% -$553K 0.07% 215
2023
Q1 		$1.3M Buy
+14,392
New +$1.27M 0.13% 148
2022
Q3 		$1.57M Sell
19,730
-67
-0.3% -$5.93K 0.17% 117
2022
Q2 		$1.66M Sell
19,797
-1,639
-8% -$150K 0.18% 112
2022
Q1 		$2.17M Sell
21,436
-1,599
-7% -$160K 0.21% 96
2021
Q4 		$2.49M Buy
23,035
+1,650
+8% +$173K 0.24% 94
2021
Q3 		$2.11M Buy
21,385
+1,339
+7% +$136K 0.22% 103
2021
Q2 		$1.97M Sell
20,046
-1,153
-5% -$110K 0.21% 108
2021
Q1 		$1.93M Sell
21,199
-27,961
-57% -$2.49M 0.23% 97
2020
Q4 		$4.23M Buy
49,160
+8,126
+20% +$660K 0.53% 37
2020
Q3 		$3.13M Sell
41,034
-15,032
-27% -$1.13M 0.46% 42
2020
Q2 		$3.92M Buy
56,066
+26,920
+92% +$1.77M 0.63% 29
2020
Q1 		$1.68M Buy
+29,146
New +$1.98M 0.32% 61
2018
Q3 		– Sell
-13,905
Closed -$234K – 1370
2018
Q2 		$234K Buy
+13,905
New +$824K ﹤0.01% 1271

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 Wealth Management's ESGU Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 36% in Q1 2026, selling an estimated $149K and leaving 1,774 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #618.

Cornerstone Wealth Management first reported a position in ESGU in Q2 2018 and has held it in 25 quarters since. The position peaked at $4.23M in Q4 2020. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Cornerstone Wealth Management held 1,774 shares of iShares ESG Aware MSCI USA ETF worth $251K as of Q1 2026.
  • Cornerstone Wealth Management sold 1,005 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $149K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q1 2026, its #618 holding.
  • Cornerstone Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2018 and has held it in 25 quarters since.
  • Cornerstone Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $4.23M in Q4 2020.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.