Brewster Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brewster Financial Planning’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	$766K	Sell	4,678 -65	-1%	-$10.3K	0.42%	16
2026 Q1	$671K	Hold	4,743	–	–	0.41%	15
2025 Q4	$707K	Sell	4,743 -59	-1%	-$8.72K	0.43%	15
2025 Q3	$699K	Hold	4,802	–	–	0.44%	15
2025 Q2	$650K	Sell	4,802 -152	-3%	-$19K	0.44%	15
2025 Q1	$604K	Hold	4,954	–	–	0.45%	15
2024 Q4	$638K	Sell	4,954 -350	-7%	-$45.3K	0.48%	14
2024 Q3	$669K	Sell	5,304 -93	-2%	-$11.3K	0.52%	11
2024 Q2	$644K	Hold	5,397	–	–	0.54%	11
2024 Q1	$620K	Sell	5,397 -46	-0.8%	-$5.04K	0.53%	11
2023 Q4	$571K	Sell	5,443 -317	-6%	-$31K	0.52%	11
2023 Q3	$541K	Sell	5,760 -179	-3%	-$17.5K	0.54%	11
2023 Q2	$579K	Buy	+5,939	New	+$548K	0.56%	11

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brewster Financial Planning's ESGU Position: Q2 2026 in Review

Brewster Financial Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.4% in Q2 2026, selling an estimated $10.3K and leaving 4,678 shares worth $766K. The position accounts for 0.42% of the portfolio, ranked #16.

Brewster Financial Planning first reported a position in ESGU in Q2 2023 and has held it in 13 quarters since. 860 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Brewster Financial Planning held 4,678 shares of iShares ESG Aware MSCI USA ETF worth $766K as of Q2 2026.
Brewster Financial Planning sold 65 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $10.3K.
iShares ESG Aware MSCI USA ETF made up 0.42% of Brewster Financial Planning's portfolio in Q2 2026, its #16 holding.
Brewster Financial Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
860 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.