CVA Family Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CVA Family Office’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	$142K	Buy	1,002 +745	+290%	+$110K	0.01%	385
2025 Q4	$38.3K	Hold	257	–	–	﹤0.01%	589
2025 Q3	$37.4K	Hold	257	–	–	﹤0.01%	592
2025 Q2	$34.8K	Hold	257	–	–	﹤0.01%	597
2025 Q1	$31.3K	Hold	257	–	–	﹤0.01%	598
2024 Q4	$33.1K	Hold	257	–	–	0.01%	590
2024 Q3	$32.4K	Hold	257	–	–	0.01%	581
2024 Q2	$30.7K	Hold	257	–	–	0.01%	580
2024 Q1	$29.5K	Hold	257	–	–	0.01%	578
2023 Q4	$27K	Buy	+257	New	+$25.2K	0.01%	576
2023 Q3	–	Sell	-257	Closed	-$25K	–	461
2023 Q2	$25K	Sell	257 -3,080	-92%	-$284K	0.01%	571
2023 Q1	$302K	Buy	3,337 +2,845	+578%	+$252K	0.07%	164
2022 Q4	$41.7K	Buy	+492	New	+$42K	0.01%	452

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

CVA Family Office's ESGU Position: Q1 2026 in Review

CVA Family Office increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 290% in Q1 2026, buying an estimated $110K and bringing the position to 1,002 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #385.

CVA Family Office first reported a position in ESGU in Q4 2022 and has held it in 13 quarters since. The position peaked at $302K in Q1 2023. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

CVA Family Office held 1,002 shares of iShares ESG Aware MSCI USA ETF worth $142K as of Q1 2026.
CVA Family Office bought 745 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $110K.
iShares ESG Aware MSCI USA ETF made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #385 holding.
CVA Family Office first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 13 quarters since.
CVA Family Office's iShares ESG Aware MSCI USA ETF position peaked at $302K in Q1 2023.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.