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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
2020
Q4 		– Sell
-210,870
Closed -$16.1M – 342
2020
Q3 		$16.1M Buy
+210,870
New +$15.9M 4.12% 3

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 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. 341 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.
  • 341 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.