FC Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

FC Advisory’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 Q3	$802K	Buy	4,809 +23	+0.5%	+$3.83K	0.21%	63
2026 Q2	$783K	Buy	4,786 +115	+2%	+$18.2K	0.21%	64
2026 Q1	$661K	Buy	4,671 +35	+0.8%	+$5.18K	0.19%	68
2025 Q4	$691K	Buy	4,636 +26	+0.6%	+$3.84K	0.2%	67
2025 Q3	$671K	Buy	4,610 +2	+0%	+$280	0.2%	70
2025 Q2	$623K	Buy	+4,608	New	+$575K	0.19%	69

Other funds holding ESGU

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FC Advisory's ESGU Position: Q3 2026 in Review

FC Advisory increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.48% in Q3 2026, buying an estimated $3.83K and bringing the position to 4,809 shares worth $802K. The position accounts for 0.21% of the portfolio, ranked #63.

FC Advisory first reported a position in ESGU in Q2 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

FC Advisory held 4,809 shares of iShares ESG Aware MSCI USA ETF worth $802K as of Q3 2026.
FC Advisory bought 23 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $3.83K.
iShares ESG Aware MSCI USA ETF made up 0.21% of FC Advisory's portfolio in Q3 2026, its #63 holding.
FC Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 6 quarters since.
40 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.