Cresset Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cresset Asset Management’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	$1.01M	Buy	7,139 +1	+0%	+$148	﹤0.01%	776
2025 Q4	$1.06M	Buy	7,138 +69	+1%	+$10.2K	﹤0.01%	767
2025 Q3	$1.03M	Buy	7,069 +1	+0%	+$140	﹤0.01%	740
2025 Q2	$956K	Hold	7,068	–	–	﹤0.01%	698
2025 Q1	$862K	Buy	7,068 +2,104	+42%	+$271K	﹤0.01%	834
2024 Q4	$639K	Buy	4,964 +1	+0%	+$130	﹤0.01%	979
2024 Q3	$626K	Buy	4,963 +2	+0%	+$243	﹤0.01%	1400
2024 Q2	$592K	Buy	4,961 +923	+23%	+$106K	﹤0.01%	1363
2024 Q1	$464K	Buy	4,038 +180	+5%	+$19.7K	﹤0.01%	1366
2023 Q4	$405K	Sell	3,858 -27	-0.7%	-$2.64K	﹤0.01%	1333
2023 Q3	$366K	Sell	3,885 -55	-1%	-$5.39K	﹤0.01%	1343
2023 Q2	$384K	Buy	3,940 +679	+21%	+$62.7K	﹤0.01%	1406
2023 Q1	$295K	Sell	3,261 -1,000	-23%	-$88.4K	0.01%	634
2022 Q4	$276K	Sell	4,261 -2,433	-36%	-$208K	﹤0.01%	548
2022 Q3	$531K	Sell	6,694 -828	-11%	-$73.3K	0.01%	493
2022 Q2	$358K	Buy	7,522 +1,000	+15%	+$91.3K	﹤0.01%	661
2022 Q1	$662K	Hold	6,522	–	–	0.01%	516
2021 Q4	$704K	Buy	+6,522	New	+$684K	0.01%	573

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cresset Asset Management's ESGU Position: Q1 2026 in Review

Cresset Asset Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.01% in Q1 2026, buying an estimated $148 and bringing the position to 7,139 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Cresset Asset Management first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Cresset Asset Management held 7,139 shares of iShares ESG Aware MSCI USA ETF worth $1.01M as of Q1 2026.
Cresset Asset Management bought 1 iShares ESG Aware MSCI USA ETF share in Q1 2026, an estimated $148.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #776 holding.
Cresset Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
Cresset Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $1.06M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.