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Bright Futures Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bright Futures Wealth Management’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 		$460K Buy
2,811
+129
+5% +$20.4K 0.3% 102
2026
Q1 		$379K Buy
2,682
+388
+17% +$57.4K 0.26% 103
2025
Q4 		$342K Buy
2,294
+438
+24% +$64.8K 0.25% 102
2025
Q3 		$270K Buy
+1,856
New +$260K 0.21% 109
2025
Q1 		– Sell
-1,830
Closed -$242K – 112
2024
Q4 		$242K Buy
+1,830
New +$237K 0.22% 105

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bright Futures Wealth Management's ESGU Position: Q2 2026 in Review

Bright Futures Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 2,811 shares worth $460K. The position accounts for 0.3% of the portfolio, ranked #102.

Bright Futures Wealth Management first reported a position in ESGU in Q4 2024 and has held it in 5 quarters since. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Bright Futures Wealth Management held 2,811 shares of iShares ESG Aware MSCI USA ETF worth $460K as of Q2 2026.
  • Bright Futures Wealth Management bought 129 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $20.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.3% of Bright Futures Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Bright Futures Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 5 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.