Farmers & Merchants Investments Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Farmers & Merchants Investments 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	$124K	Sell	760 -49	-6%	-$7.75K	﹤0.01%	360
2026 Q1	$114K	Sell	809 -76	-9%	-$11.2K	﹤0.01%	355
2025 Q4	$132K	Hold	885	–	–	﹤0.01%	334
2025 Q3	$129K	Hold	885	–	–	﹤0.01%	335
2025 Q2	$120K	Hold	885	–	–	﹤0.01%	348
2025 Q1	$108K	Sell	885 -34	-4%	-$4.38K	﹤0.01%	362
2024 Q4	$118K	Hold	919	–	–	﹤0.01%	355
2024 Q3	$116K	Hold	919	–	–	﹤0.01%	364
2024 Q2	$110K	Sell	919 -41	-4%	-$4.71K	﹤0.01%	359
2024 Q1	$110K	Buy	960 +41	+4%	+$4.49K	﹤0.01%	337
2023 Q4	$96.4K	Buy	+919	New	+$90K	﹤0.01%	342
2023 Q1	–	Sell	-300	Closed	-$25.4K	–	1762
2022 Q4	$25.4K	Buy	300 +268	+838%	+$22.9K	﹤0.01%	494
2022 Q3	$3K	Buy	+32	New	+$2.83K	﹤0.01%	846
2022 Q2	–	Sell	-811	Closed	-$82K	–	959
2022 Q1	$82K	Buy	+811	New	+$81.2K	﹤0.01%	369

Other funds holding ESGU

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's ESGU Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.1% in Q2 2026, selling an estimated $7.75K and leaving 760 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Farmers & Merchants Investments Inc first reported a position in ESGU in Q1 2022 and has held it in 14 quarters since. The position peaked at $132K in Q4 2025. 572 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Farmers & Merchants Investments Inc held 760 shares of iShares ESG Aware MSCI USA ETF worth $124K as of Q2 2026.
Farmers & Merchants Investments Inc sold 49 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $7.75K.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #360 holding.
Farmers & Merchants Investments Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 14 quarters since.
Farmers & Merchants Investments Inc's iShares ESG Aware MSCI USA ETF position peaked at $132K in Q4 2025.
572 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.