FWI
ESGU icon

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
Q2 		$13.8M Sell
84,286
-6,452
-7% -$1.02M 0.2% 42
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Facet Wealth Inc's ESGU Position: Q2 2026 in Review

Facet Wealth Inc reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.1% in Q2 2026, selling an estimated $1.02M and leaving 84,286 shares worth $13.8M. The position accounts for 0.2% of the portfolio, ranked #42.

Facet Wealth Inc first reported a position in ESGU in Q4 2021 and has held it in 17 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Facet Wealth Inc held 84,286 shares of iShares ESG Aware MSCI USA ETF worth $13.8M as of Q2 2026.
  • Facet Wealth Inc sold 6,452 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.02M.
  • iShares ESG Aware MSCI USA ETF made up 0.2% of Facet Wealth Inc's portfolio in Q2 2026, its #42 holding.
  • Facet Wealth Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.