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CWC Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CWC Advisors’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 		$1.54M Sell
9,418
-28
-0.3% -$4.43K 0.68% 38
2026
Q1 		$1.34M Hold
9,446
– – 0.64% 43
2025
Q4 		$1.41M Buy
9,446
+1
+0% +$148 0.68% 39
2025
Q3 		$1.38M Sell
9,445
-44
-0.5% -$6.16K 0.67% 38
2025
Q2 		$1.28M Sell
9,489
-21
-0.2% -$2.62K 0.66% 38
2025
Q1 		$1.16M Buy
9,510
+17
+0.2% +$2.19K 0.66% 42
2024
Q4 		$1.22M Sell
9,493
-302
-3% -$39.1K 1.22% 21
2024
Q3 		$1.24M Buy
+9,795
New +$1.19M 1.22% 24

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

CWC Advisors's ESGU Position: Q2 2026 in Review

CWC Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.3% in Q2 2026, selling an estimated $4.43K and leaving 9,418 shares worth $1.54M. The position accounts for 0.68% of the portfolio, ranked #38.

CWC Advisors first reported a position in ESGU in Q3 2024 and has held it in 8 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • CWC Advisors held 9,418 shares of iShares ESG Aware MSCI USA ETF worth $1.54M as of Q2 2026.
  • CWC Advisors sold 28 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $4.43K.
  • iShares ESG Aware MSCI USA ETF made up 0.68% of CWC Advisors's portfolio in Q2 2026, its #38 holding.
  • CWC Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 8 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.