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W.H. Cornerstone Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

W.H. Cornerstone Investments’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 		$461K Buy
2,814
+21
+0.8% +$3.32K 0.26% 76
2026
Q1 		$395K Sell
2,793
-33
-1% -$4.88K 0.25% 77
2025
Q4 		$421K Buy
2,826
+8
+0.3% +$1.18K 0.25% 75
2025
Q3 		$410K Buy
2,818
+8
+0.3% +$1.12K 0.25% 78
2025
Q2 		$380K Sell
2,810
-598
-18% -$74.7K 0.24% 84
2025
Q1 		$415K Buy
3,408
+8
+0.2% +$1.03K 0.29% 77
2024
Q4 		$438K Buy
3,400
+8
+0.2% +$1.04K 0.29% 82
2024
Q3 		$428K Sell
3,392
-1,701
-33% -$207K 0.29% 71
2024
Q2 		$608K Sell
5,093
-1,420
-22% -$163K 0.43% 58
2024
Q1 		$749K Sell
6,513
-1,074
-14% -$118K 0.54% 53
2023
Q4 		$796K Sell
7,587
-2,459
-24% -$241K 0.63% 47
2023
Q3 		$943K Sell
10,046
-4,664
-32% -$457K 0.83% 39
2023
Q2 		$1.43M Sell
14,710
-25,677
-64% -$2.37M 1.28% 19
2023
Q1 		$3.65M Sell
40,387
-5,095
-11% -$451K 3.32% 4
2022
Q4 		$4.02M Buy
45,482
+288
+0.6% +$24.6K 3.82% 3
2022
Q3 		$3.59M Buy
+45,194
New +$4M 3.78% 3

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

W.H. Cornerstone Investments's ESGU Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.75% in Q2 2026, buying an estimated $3.32K and bringing the position to 2,814 shares worth $461K. The position accounts for 0.26% of the portfolio, ranked #76.

W.H. Cornerstone Investments first reported a position in ESGU in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.02M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • W.H. Cornerstone Investments held 2,814 shares of iShares ESG Aware MSCI USA ETF worth $461K as of Q2 2026.
  • W.H. Cornerstone Investments bought 21 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $3.32K.
  • iShares ESG Aware MSCI USA ETF made up 0.26% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #76 holding.
  • W.H. Cornerstone Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
  • W.H. Cornerstone Investments's iShares ESG Aware MSCI USA ETF position peaked at $4.02M in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.