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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

FC Advisory's ESGU Position: Q2 2026 in Review

FC Advisory increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.5% in Q2 2026, buying an estimated $18.2K and bringing the position to 4,786 shares worth $783K. The position accounts for 0.21% of the portfolio, ranked #64.

FC Advisory first reported a position in ESGU in Q2 2025 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • FC Advisory held 4,786 shares of iShares ESG Aware MSCI USA ETF worth $783K as of Q2 2026.
  • FC Advisory bought 115 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $18.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of FC Advisory's portfolio in Q2 2026, its #64 holding.
  • FC Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.