Cranbrook Wealth Management
ESGU icon

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

Cranbrook 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
Q3 		$1.85M Sell
11,080
-1,518
-12% -$253K 0.35% 48
2026
Q2 		$2.06M Sell
12,598
-130
-1% -$20.6K 0.39% 46
2026
Q1 		$1.8M Buy
12,728
+239
+2% +$35.4K 0.37% 48
2025
Q4 		$1.86M Sell
12,489
-50
-0.4% -$7.39K 0.37% 46
2025
Q3 		$1.83M Buy
12,539
+1,370
+12% +$192K 0.37% 45
2025
Q2 		$1.51M Buy
11,169
+250
+2% +$31.2K 0.32% 49
2025
Q1 		$1.33M Buy
10,919
+49
+0.5% +$6.31K 0.31% 51
2024
Q4 		$1.4M Buy
10,870
+1,219
+13% +$158K 0.32% 49
2024
Q3 		$1.22M Buy
9,651
+416
+5% +$50.5K 0.28% 51
2024
Q2 		$1.1M Buy
9,235
+2,524
+38% +$290K 0.27% 51
2024
Q1 		$771K Buy
6,711
+597
+10% +$65.4K 0.2% 54
2023
Q4 		$641K Buy
6,114
+887
+17% +$86.9K 0.17% 55
2023
Q3 		$491K Sell
5,227
-102
-2% -$10K 0.15% 62
2023
Q2 		$519K Hold
5,329
– – 0.14% 65
2023
Q1 		$482K Buy
5,329
+270
+5% +$23.9K 0.14% 67
2022
Q4 		$429K Buy
5,059
+575
+13% +$49.1K 0.12% 71
2022
Q3 		$356K Buy
+4,484
New +$397K 0.09% 81
2020
Q1 		– Sell
-1,155
Closed -$82K – 262
2019
Q4 		$82K Sell
1,155
-380
-25% -$25.9K 0.02% 116
2019
Q3 		$100K Buy
+1,535
New +$100K 0.03% 109

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Cranbrook Wealth Management's ESGU Position: Q3 2026 in Review

Cranbrook Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 12% in Q3 2026, selling an estimated $253K and leaving 11,080 shares worth $1.85M. The position accounts for 0.35% of the portfolio, ranked #48.

Cranbrook Wealth Management first reported a position in ESGU in Q3 2019 and has held it in 19 quarters since. The position peaked at $2.06M in Q2 2026. 550 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Cranbrook Wealth Management held 11,080 shares of iShares ESG Aware MSCI USA ETF worth $1.85M as of Q3 2026.
  • Cranbrook Wealth Management sold 1,518 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $253K.
  • iShares ESG Aware MSCI USA ETF made up 0.35% of Cranbrook Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Cranbrook Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2019 and has held it in 19 quarters since.
  • Cranbrook Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $2.06M in Q2 2026.
  • 550 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.