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Cypress Wealth Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cypress Wealth Services’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 		$9.17M Sell
56,035
-318
-0.6% -$50.3K 1.13% 18
2026
Q1 		$7.97M Sell
56,353
-1,587
-3% -$235K 1.13% 19
2025
Q4 		$8.63M Sell
57,940
-565
-1% -$83.5K 1.19% 17
2025
Q3 		$8.52M Buy
58,505
+413
+0.7% +$57.8K 1.4% 14
2025
Q2 		$7.86M Sell
58,092
-2,073
-3% -$259K 1.41% 16
2025
Q1 		$7.33M Sell
60,165
-3,349
-5% -$431K 1.49% 15
2024
Q4 		$8.18M Sell
63,514
-1,472
-2% -$191K 1.64% 13
2024
Q3 		$8.2M Sell
64,986
-632
-1% -$76.7K 1.7% 12
2024
Q2 		$7.83M Sell
65,618
-3,899
-6% -$448K 1.74% 12
2024
Q1 		$7.99M Sell
69,517
-26,673
-28% -$2.92M 1.86% 12
2023
Q4 		$10.1M Sell
96,190
-7,603
-7% -$745K 2.52% 6
2023
Q3 		$9.75M Sell
103,793
-17,274
-14% -$1.69M 2.7% 7
2023
Q2 		$12M Sell
121,067
-32,328
-21% -$2.99M 3.16% 6
2023
Q1 		$13.9M Sell
153,395
-62,376
-29% -$5.52M 4.06% 3
2022
Q4 		$18.3M Sell
215,771
-14,770
-6% -$1.26M 5.88% 2
2022
Q3 		$18.6M Sell
230,541
-11,949
-5% -$1.06M 6.32% 2
2022
Q2 		$20.3M Buy
242,490
+3,962
+2% +$362K 6.49% 2
2022
Q1 		$24.2M Buy
238,528
+39,210
+20% +$3.93M 6.59% 2
2021
Q4 		$21.5M Buy
199,318
+13,010
+7% +$1.37M 5.89% 3
2021
Q3 		$18.3M Buy
186,308
+6,598
+4% +$669K 5.49% 2
2021
Q2 		$17.7M Sell
179,710
-87,572
-33% -$8.38M 4.83% 3
2021
Q1 		$24.3M Buy
267,282
+8,192
+3% +$728K 5.08% 2
2020
Q4 		$22.3M Buy
+259,090
New +$21M 4.98% 3
2020
Q3 		– Sell
-206,898
Closed -$15.6M – 321
2020
Q2 		$14.5M Buy
206,898
+148,474
+254% +$9.77M 3.45% 3
2020
Q1 		$3.36M Buy
+58,424
New +$3.98M 0.99% 29

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

Cypress Wealth Services's ESGU Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.56% in Q2 2026, selling an estimated $50.3K and leaving 56,035 shares worth $9.17M. The position accounts for 1.13% of the portfolio, ranked #18.

Cypress Wealth Services first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $24.3M in Q1 2021. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Cypress Wealth Services held 56,035 shares of iShares ESG Aware MSCI USA ETF worth $9.17M as of Q2 2026.
  • Cypress Wealth Services sold 318 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $50.3K.
  • iShares ESG Aware MSCI USA ETF made up 1.13% of Cypress Wealth Services's portfolio in Q2 2026, its #18 holding.
  • Cypress Wealth Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Cypress Wealth Services's iShares ESG Aware MSCI USA ETF position peaked at $24.3M in Q1 2021.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.