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Farther Finance Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Farther Finance Advisors’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 		$8.01M Buy
56,208
+3,502
+7% +$518K 0.08% 234
2025
Q4 		$7.85M Buy
52,706
+8,049
+18% +$1.19M 0.08% 210
2025
Q3 		$6.5M Buy
44,657
+962
+2% +$135K 0.1% 177
2025
Q2 		$5.91M Sell
43,695
-2,988
-6% -$373K 0.12% 165
2025
Q1 		$5.72M Sell
46,683
-3,067
-6% -$395K 0.15% 136
2024
Q4 		$6.41M Buy
49,750
+2,921
+6% +$378K 0.23% 89
2024
Q3 		$5.91M Sell
46,829
-2,140
-4% -$260K 0.22% 89
2024
Q2 		$5.85M Sell
48,969
-12,437
-20% -$1.43M 0.28% 68
2024
Q1 		$7.05M Sell
61,406
-20,227
-25% -$2.22M 0.43% 41
2023
Q4 		$8.56M Buy
81,633
+6,590
+9% +$645K 0.62% 27
2023
Q3 		$7.05M Sell
75,043
-9,547
-11% -$935K 1.11% 15
2023
Q2 		$8.24M Buy
84,590
+8,545
+11% +$789K 1.8% 8
2023
Q1 		$6.88M Sell
76,045
-36,990
-33% -$3.27M 2.01% 7
2022
Q4 		$9.58M Buy
+113,035
New +$9.64M 3.71% 3

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

Farther Finance Advisors's ESGU Position: Q1 2026 in Review

Farther Finance Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.6% in Q1 2026, buying an estimated $518K and bringing the position to 56,208 shares worth $8.01M. The position accounts for 0.08% of the portfolio, ranked #234.

Farther Finance Advisors first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.58M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Farther Finance Advisors held 56,208 shares of iShares ESG Aware MSCI USA ETF worth $8.01M as of Q1 2026.
  • Farther Finance Advisors bought 3,502 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $518K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Farther Finance Advisors's portfolio in Q1 2026, its #234 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • Farther Finance Advisors's iShares ESG Aware MSCI USA ETF position peaked at $9.58M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.