FWI
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Facet Wealth Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Facet Wealth Inc’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 		$12.8M Buy
90,738
+18,622
+26% +$2.75M 0.22% 41
2025
Q4 		$10.9M Sell
72,116
-1,055
-1% -$156K 0.19% 40
2025
Q3 		$10.7M Sell
73,171
-703
-1% -$98.5K 0.22% 39
2025
Q2 		$10.2M Sell
73,874
-1,921
-3% -$240K 0.23% 40
2025
Q1 		$9.33M Buy
75,795
+18,752
+33% +$2.41M 0.24% 40
2024
Q4 		$7.52M Buy
57,043
+1,102
+2% +$143K 0.2% 40
2024
Q3 		$7.01M Buy
55,941
+4,469
+9% +$543K 0.2% 39
2024
Q2 		$6.13M Sell
51,472
-2,984
-5% -$343K 0.19% 38
2024
Q1 		$6.18M Sell
54,456
-323
-0.6% -$35.4K 0.21% 38
2023
Q4 		$5.96M Sell
54,779
-391
-0.7% -$38.3K 0.23% 37
2023
Q3 		$5.06M Buy
55,170
+8,444
+18% +$827K 0.25% 34
2023
Q2 		$4.63M Sell
46,726
-1,295
-3% -$120K 0.24% 28
2023
Q1 		$4.34M Sell
48,021
-1,089
-2% -$96.3K 0.26% 23
2022
Q4 		$4.44M Buy
+49,110
New +$4.19M 0.28% 22
2022
Q3 		– Sell
-2,915
Closed -$245K – 71
2022
Q2 		$245K Buy
+2,915
New +$266K 0.02% 58
2022
Q1 		– Sell
-5,310
Closed -$573K – 68
2021
Q4 		$573K Buy
+5,310
New +$557K 0.05% 45

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

Facet Wealth Inc's ESGU Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 26% in Q1 2026, buying an estimated $2.75M and bringing the position to 90,738 shares worth $12.8M. The position accounts for 0.22% of the portfolio, ranked #41.

Facet Wealth Inc first reported a position in ESGU in Q4 2021 and has held it in 16 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Facet Wealth Inc held 90,738 shares of iShares ESG Aware MSCI USA ETF worth $12.8M as of Q1 2026.
  • Facet Wealth Inc bought 18,622 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $2.75M.
  • iShares ESG Aware MSCI USA ETF made up 0.22% of Facet Wealth Inc's portfolio in Q1 2026, its #41 holding.
  • Facet Wealth Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 16 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.