Creative Planning
ESGU icon

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

Creative Planning’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 		$44.3M Buy
313,427
+3,740
+1% +$553K 0.03% 240
2025
Q4 		$46.1M Buy
309,687
+9,577
+3% +$1.42M 0.03% 212
2025
Q3 		$43.7M Sell
300,110
-7,199
-2% -$1.01M 0.03% 210
2025
Q2 		$41.6M Buy
307,309
+7,817
+3% +$976K 0.04% 202
2025
Q1 		$36.5M Buy
299,492
+32,277
+12% +$4.16M 0.03% 212
2024
Q4 		$34.4M Buy
267,215
+3,786
+1% +$490K 0.03% 199
2024
Q3 		$33.2M Sell
263,429
-2,664
-1% -$323K 0.03% 200
2024
Q2 		$31.8M Buy
266,093
+8,581
+3% +$986K 0.03% 196
2024
Q1 		$29.6M Buy
257,512
+10,751
+4% +$1.18M 0.03% 201
2023
Q4 		$25.9M Buy
246,761
+9,611
+4% +$941K 0.05% 206
2023
Q3 		$22.3M Sell
237,150
-9,780
-4% -$958K 0.03% 222
2023
Q2 		$24.1M Sell
246,930
-1,084
-0.4% -$100K 0.03% 195
2023
Q1 		$22.4M Sell
248,014
-3,676
-1% -$325K 0.03% 199
2022
Q4 		$21.3M Buy
251,690
+900
+0.4% +$76.8K 0.03% 206
2022
Q3 		$19.9M Sell
250,790
-9,765
-4% -$865K 0.03% 190
2022
Q2 		$21.9M Buy
260,555
+87,471
+51% +$7.99M 0.04% 184
2022
Q1 		$17.5M Buy
173,084
+59,035
+52% +$5.91M 0.03% 224
2021
Q4 		$12.3M Buy
114,049
+9,270
+9% +$973K 0.02% 250
2021
Q3 		$10.3M Buy
104,779
+31,941
+44% +$3.24M 0.02% 260
2021
Q2 		$7.17M Buy
72,838
+29,329
+67% +$2.81M 0.01% 326
2021
Q1 		$3.95M Buy
43,509
+13,509
+45% +$1.2M 0.01% 474
2020
Q4 		$2.58M Buy
30,000
+16,812
+127% +$1.37M 0.01% 576
2020
Q3 		$1M Buy
13,188
+445
+3% +$33.5K ﹤0.01% 802
2020
Q2 		$892K Sell
12,743
-198
-2% -$13K ﹤0.01% 782
2020
Q1 		$744K Buy
+12,941
New +$881K ﹤0.01% 763

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 Planning's ESGU Position: Q1 2026 in Review

Creative Planning increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q1 2026, buying an estimated $553K and bringing the position to 313,427 shares worth $44.3M. The position accounts for 0.03% of the portfolio, ranked #240.

Creative Planning first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $46.1M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Creative Planning held 313,427 shares of iShares ESG Aware MSCI USA ETF worth $44.3M as of Q1 2026.
  • Creative Planning bought 3,740 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $553K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Creative Planning's portfolio in Q1 2026, its #240 holding.
  • Creative Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Creative Planning's iShares ESG Aware MSCI USA ETF position peaked at $46.1M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.