CFD
ESGU icon

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
Q2 		$85.3K Buy
521
+20
+4% +$3.16K ﹤0.01% 848
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Financial Designs's ESGU Position: Q2 2026 in Review

Creative Financial Designs increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4% in Q2 2026, buying an estimated $3.16K and bringing the position to 521 shares worth $85.3K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Creative Financial Designs first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.44M in Q2 2022. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Creative Financial Designs held 521 shares of iShares ESG Aware MSCI USA ETF worth $85.3K as of Q2 2026.
  • Creative Financial Designs bought 20 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.16K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #848 holding.
  • Creative Financial Designs first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's iShares ESG Aware MSCI USA ETF position peaked at $4.44M in Q2 2022.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.