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Creative Financial Designs’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Creative Financial Designs’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 		$70.9K Buy
501
+9
+2% +$1.33K ﹤0.01% 782
2025
Q4 		$73.2K Sell
492
-91
-16% -$13.5K ﹤0.01% 734
2025
Q3 		$84.9K Sell
583
-607
-51% -$85K 0.01% 688
2025
Q2 		$161K Sell
1,190
-415
-26% -$51.8K 0.01% 545
2025
Q1 		$196K Sell
1,605
-112
-7% -$14.4K 0.02% 447
2024
Q4 		$221K Sell
1,717
-177
-9% -$22.9K 0.02% 420
2024
Q3 		$239K Sell
1,894
-1,410
-43% -$171K 0.02% 408
2024
Q2 		$394K Sell
3,304
-4,299
-57% -$494K 0.04% 307
2024
Q1 		$874K Sell
7,603
-1,162
-13% -$127K 0.08% 182
2023
Q4 		$920K Sell
8,765
-475
-5% -$46.5K 0.09% 169
2023
Q3 		$868K Sell
9,240
-4,980
-35% -$488K 0.1% 161
2023
Q2 		$1.39M Sell
14,220
-11,067
-44% -$1.02M 0.16% 118
2023
Q1 		$2.29M Sell
25,287
-19,982
-44% -$1.77M 0.3% 75
2022
Q4 		$3.84M Sell
45,269
-3,008
-6% -$257K 0.57% 41
2022
Q3 		$3.83M Sell
48,277
-4,659
-9% -$413K 0.63% 36
2022
Q2 		$4.44M Buy
52,936
+9,893
+23% +$904K 0.73% 34
2022
Q1 		$4.36M Buy
43,043
+9,437
+28% +$945K 0.66% 38
2021
Q4 		$3.63M Buy
33,606
+4,975
+17% +$522K 0.55% 41
2021
Q3 		$2.82M Buy
28,631
+1,569
+6% +$159K 0.47% 44
2021
Q2 		$2.67M Buy
27,062
+4,869
+22% +$466K 0.46% 48
2021
Q1 		$2.02M Buy
22,193
+3,957
+22% +$352K 0.39% 60
2020
Q4 		$1.57M Buy
18,236
+3,860
+27% +$313K 0.34% 64
2020
Q3 		$1.1M Buy
14,376
+14,035
+4,116% +$1.06M 0.27% 71
2020
Q2 		$24K Buy
+341
New +$22.4K 0.01% 564

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 Financial Designs's ESGU Position: Q1 2026 in Review

Creative Financial Designs increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.8% in Q1 2026, buying an estimated $1.33K and bringing the position to 501 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Creative Financial Designs first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.44M in Q2 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Creative Financial Designs held 501 shares of iShares ESG Aware MSCI USA ETF worth $70.9K as of Q1 2026.
  • Creative Financial Designs bought 9 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.33K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #782 holding.
  • Creative Financial Designs first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Creative Financial Designs's iShares ESG Aware MSCI USA ETF position peaked at $4.44M in Q2 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.