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Creative Capital Management Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Creative Capital Management Investments’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 		$21.8K Hold
154
– – 0.01% 171
2025
Q4 		$22.9K Hold
154
– – 0.01% 166
2025
Q3 		$22.4K Hold
154
– – 0.01% 165
2025
Q2 		$20.8K Hold
154
– – 0.01% 177
2025
Q1 		$18.8K Hold
154
– – 0.01% 158
2024
Q4 		$19.8K Hold
154
– – 0.01% 154
2024
Q3 		$19.4K Hold
154
– – 0.01% 139
2024
Q2 		$18.4K Hold
154
– – 0.01% 133
2024
Q1 		$17.7K Hold
154
– – 0.01% 129
2023
Q4 		$16.2K Hold
154
– – 0.01% 130
2023
Q3 		$14.5K Buy
+154
New +$15.1K 0.01% 138

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

Creative Capital Management Investments's ESGU Position: Q1 2026 in Review

Creative Capital Management Investments held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 154 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #171.

Creative Capital Management Investments first reported a position in ESGU in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.9K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Creative Capital Management Investments held 154 shares of iShares ESG Aware MSCI USA ETF worth $21.8K as of Q1 2026.
  • Creative Capital Management Investments left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #171 holding.
  • Creative Capital Management Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 11 quarters since.
  • Creative Capital Management Investments's iShares ESG Aware MSCI USA ETF position peaked at $22.9K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.