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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

W.H. Cornerstone Investments's ESGU Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q1 2026, selling an estimated $4.88K and leaving 2,793 shares worth $395K. The position accounts for 0.25% of the portfolio, ranked #77.

W.H. Cornerstone Investments first reported a position in ESGU in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.02M in Q4 2022. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • W.H. Cornerstone Investments held 2,793 shares of iShares ESG Aware MSCI USA ETF worth $395K as of Q1 2026.
  • W.H. Cornerstone Investments sold 33 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $4.88K.
  • iShares ESG Aware MSCI USA ETF made up 0.25% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #77 holding.
  • W.H. Cornerstone Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's iShares ESG Aware MSCI USA ETF position peaked at $4.02M in Q4 2022.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.