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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
Q2 		$8.86M Sell
54,113
-2,095
-4% -$331K 0.07% 247
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 $1.55T 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

Farther Finance Advisors's ESGU Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.7% in Q2 2026, selling an estimated $331K and leaving 54,113 shares worth $8.86M. The position accounts for 0.07% of the portfolio, ranked #247.

Farther Finance Advisors first reported a position in ESGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.58M in Q4 2022. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Farther Finance Advisors held 54,113 shares of iShares ESG Aware MSCI USA ETF worth $8.86M as of Q2 2026.
  • Farther Finance Advisors sold 2,095 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $331K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #247 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares ESG Aware MSCI USA ETF position peaked at $9.58M in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.