FAS Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

FAS Wealth Partners’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	$8.77K	Hold	62	–	–	﹤0.01%	467
2025 Q4	$9.24K	Hold	62	–	–	﹤0.01%	461
2025 Q3	$9.03K	Hold	62	–	–	﹤0.01%	431
2025 Q2	$8.39K	Hold	62	–	–	﹤0.01%	422
2025 Q1	$7.56K	Hold	62	–	–	﹤0.01%	396
2024 Q4	$7.99K	Buy	+62	New	+$8.03K	﹤0.01%	398
2022 Q4	–	Sell	-132	Closed	-$10K	–	419
2022 Q3	$10K	Buy	+132	New	+$11.7K	﹤0.01%	369

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FAS Wealth Partners's ESGU Position: Q1 2026 in Review

FAS Wealth Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 62 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

FAS Wealth Partners first reported a position in ESGU in Q3 2022 and has held it in 7 quarters since. The position peaked at $10K in Q3 2022. 807 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

FAS Wealth Partners held 62 shares of iShares ESG Aware MSCI USA ETF worth $8.77K as of Q1 2026.
FAS Wealth Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #467 holding.
FAS Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 7 quarters since.
FAS Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $10K in Q3 2022.
807 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.