COMPASS FINANCIAL MANAGEMENT LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$11.8K	Buy	+70	New	+$11.1K	﹤0.01%	1020

Other funds holding ESGU

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $518M AUM

COMPASS FINANCIAL MANAGEMENT LLC's ESGU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 70 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings.

723 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 70 shares of iShares ESG Aware MSCI USA ETF worth $11.8K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1020 holding.
723 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.