CWM
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
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% -$9.99K 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 +$99.8K 0.03% 109

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

Cranbrook Wealth Management's ESGU Position: Q1 2026 in Review

Cranbrook Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q1 2026, buying an estimated $35.4K and bringing the position to 12,728 shares worth $1.8M. The position accounts for 0.37% of the portfolio, ranked #48.

Cranbrook Wealth Management first reported a position in ESGU in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.86M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Cranbrook Wealth Management held 12,728 shares of iShares ESG Aware MSCI USA ETF worth $1.8M as of Q1 2026.
  • Cranbrook Wealth Management bought 239 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $35.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.37% of Cranbrook Wealth Management's portfolio in Q1 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 17 quarters since.
  • Cranbrook Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.86M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.