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Crown Wealth Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Crown Wealth Group’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 		$1.24M Hold
7,556
– – 0.31% 45
2026
Q1 		$1.07M Sell
7,556
-439
-5% -$64.9K 0.31% 49
2025
Q4 		$1.19M Hold
7,995
– – 0.33% 48
2025
Q3 		$1.16M Sell
7,995
-393
-5% -$55K 0.35% 42
2025
Q2 		$1.13M Sell
8,388
-829
-9% -$103K 0.43% 39
2025
Q1 		$1.12M Sell
9,217
-120
-1% -$15.5K 0.58% 29
2024
Q4 		$1.2M Sell
9,337
-515
-5% -$66.7K 0.49% 32
2024
Q3 		$1.24M Sell
9,852
-275
-3% -$33.4K 0.54% 29
2024
Q2 		$1.21M Hold
10,127
– – 0.6% 28
2024
Q1 		$1.16M Sell
10,127
-752
-7% -$82.4K 0.6% 27
2023
Q4 		$1.14M Sell
10,879
-130
-1% -$12.7K 0.69% 23
2023
Q3 		$1.03M Sell
11,009
-435
-4% -$42.6K 0.78% 23
2023
Q2 		$1.12M Sell
11,444
-55,631
-83% -$5.14M 0.88% 20
2023
Q1 		$6.07M Sell
67,075
-8,369
-11% -$740K 5.08% 6
2022
Q4 		$6.39M Sell
75,444
-65,522
-46% -$5.59M 6.01% 4
2022
Q3 		$11.2M Sell
140,966
-22,217
-14% -$1.97M 11.48% 2
2022
Q2 		$13.7M Buy
163,183
+19,245
+13% +$1.76M 12.42% 2
2022
Q1 		$14.6M Buy
143,938
+15,062
+12% +$1.51M 10.16% 2
2021
Q4 		$13.9M Buy
+128,876
New +$13.5M 12.91% 2

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

Crown Wealth Group's ESGU Position: Q2 2026 in Review

Crown Wealth Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 7,556 shares worth $1.24M. The position accounts for 0.31% of the portfolio, ranked #45.

Crown Wealth Group first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q1 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Crown Wealth Group held 7,556 shares of iShares ESG Aware MSCI USA ETF worth $1.24M as of Q2 2026.
  • Crown Wealth Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.31% of Crown Wealth Group's portfolio in Q2 2026, its #45 holding.
  • Crown Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • Crown Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $14.6M in Q1 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.