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 Q2	$25.2K	Hold	154	–	–	0.01%	219
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Capital Management Investments's ESGU Position: Q2 2026 in Review

Creative Capital Management Investments held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 154 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #219.

Creative Capital Management Investments first reported a position in ESGU in Q3 2023 and has held it in 12 quarters since. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Creative Capital Management Investments held 154 shares of iShares ESG Aware MSCI USA ETF worth $25.2K as of Q2 2026.
Creative Capital Management Investments left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #219 holding.
Creative Capital Management Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.