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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
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 $1.37T 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

Crown Wealth Group's ESGU Position: Q1 2026 in Review

Crown Wealth Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.5% in Q1 2026, selling an estimated $64.9K and leaving 7,556 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #49.

Crown Wealth Group first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.6M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Crown Wealth Group held 7,556 shares of iShares ESG Aware MSCI USA ETF worth $1.07M as of Q1 2026.
  • Crown Wealth Group sold 439 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $64.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.31% of Crown Wealth Group's portfolio in Q1 2026, its #49 holding.
  • Crown Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Crown Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $14.6M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.