Fidelity Investments
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Fidelity Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fidelity Investments’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 		$39M Buy
275,852
+42,114
+18% +$6.23M ﹤0.01% 1528
2025
Q4 		$34.8M Buy
233,738
+4,850
+2% +$717K ﹤0.01% 1575
2025
Q3 		$33.3M Sell
228,888
-265
-0.1% -$37.1K ﹤0.01% 1594
2025
Q2 		$31M Buy
229,153
+100,648
+78% +$12.6M ﹤0.01% 1558
2025
Q1 		$15.7M Buy
128,505
+58,586
+84% +$7.54M ﹤0.01% 1758
2024
Q4 		$9.01M Buy
69,919
+722
+1% +$93.5K ﹤0.01% 1979
2024
Q3 		$8.73M Buy
69,197
+12,735
+23% +$1.55M ﹤0.01% 1962
2024
Q2 		$6.74M Buy
56,462
+8,546
+18% +$982K ﹤0.01% 1988
2024
Q1 		$5.51M Sell
47,916
-8,651
-15% -$948K ﹤0.01% 2052
2023
Q4 		$5.93M Buy
56,567
+13,609
+32% +$1.33M ﹤0.01% 2009
2023
Q3 		$4.03M Buy
42,958
+7,335
+21% +$718K ﹤0.01% 2102
2023
Q2 		$3.47M Buy
35,623
+1,831
+5% +$169K ﹤0.01% 2164
2023
Q1 		$3.06M Buy
33,792
+2,420
+8% +$214K ﹤0.01% 2249
2022
Q4 		$2.66M Sell
31,372
-1,720
-5% -$147K ﹤0.01% 2292
2022
Q3 		$2.63M Sell
33,092
-5,785
-15% -$512K ﹤0.01% 2359
2022
Q2 		$3.26M Sell
38,877
-456
-1% -$41.7K ﹤0.01% 2351
2022
Q1 		$3.99M Buy
39,333
+5,028
+15% +$504K ﹤0.01% 2424
2021
Q4 		$3.7M Buy
34,305
+6,109
+22% +$641K ﹤0.01% 2427
2021
Q3 		$2.78M Buy
28,196
+1,140
+4% +$116K ﹤0.01% 2499
2021
Q2 		$2.66M Buy
27,056
+20,915
+341% +$2M ﹤0.01% 2490
2021
Q1 		$558K Buy
6,141
+2,941
+92% +$261K ﹤0.01% 2670
2020
Q4 		$276K Buy
3,200
+1,575
+97% +$128K ﹤0.01% 2747
2020
Q3 		$124K Buy
1,625
+846
+109% +$63.7K ﹤0.01% 2759
2020
Q2 		$54K Buy
+779
New +$51.3K ﹤0.01% 2796
2020
Q1 		– Sell
-1
Closed – – 3773
2019
Q4 		$0 Buy
+1
New +$68 ﹤0.01% 3896

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

Fidelity Investments's ESGU Position: Q1 2026 in Review

Fidelity Investments increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 18% in Q1 2026, buying an estimated $6.23M and bringing the position to 275,852 shares worth $39M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Fidelity Investments first reported a position in ESGU in Q4 2019 and has held it in 25 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Fidelity Investments held 275,852 shares of iShares ESG Aware MSCI USA ETF worth $39M as of Q1 2026.
  • Fidelity Investments bought 42,114 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $6.23M.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1528 holding.
  • Fidelity Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 25 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.