Crown Wealth Group
ESGU icon

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
Q3 		$1.25M Sell
7,503
-53
-0.7% -$8.82K 0.31% 46
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Crown Wealth Group's ESGU Position: Q3 2026 in Review

Crown Wealth Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.7% in Q3 2026, selling an estimated $8.82K and leaving 7,503 shares worth $1.25M. The position accounts for 0.31% of the portfolio, ranked #46.

Crown Wealth Group first reported a position in ESGU in Q4 2021 and has held it in 20 quarters since. The position peaked at $14.6M in Q1 2022. 378 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Crown Wealth Group held 7,503 shares of iShares ESG Aware MSCI USA ETF worth $1.25M as of Q3 2026.
  • Crown Wealth Group sold 53 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $8.82K.
  • iShares ESG Aware MSCI USA ETF made up 0.31% of Crown Wealth Group's portfolio in Q3 2026, its #46 holding.
  • Crown Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 20 quarters since.
  • Crown Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $14.6M in Q1 2022.
  • 378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.