Fiduciary Alliance’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fiduciary Alliance’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	$266K	Buy	1,623 +3	+0.2%	+$474	0.02%	471
2026 Q1	$246K	Buy	1,620 +261	+19%	+$38.6K	0.01%	491
2025 Q4	$202K	Buy	+1,359	New	+$201K	0.01%	492
2025 Q2	–	Sell	-4,860	Closed	-$592K	–	481
2025 Q1	$592K	Sell	4,860 -318	-6%	-$41K	0.06%	228
2024 Q4	$667K	Buy	5,178 +5	+0.1%	+$648	0.07%	205
2024 Q3	$653K	Buy	5,173 +543	+12%	+$65.9K	0.09%	134
2024 Q2	$557K	Sell	4,630 -121	-3%	-$13.9K	0.09%	121
2024 Q1	$545K	Sell	4,751 -460	-9%	-$50.4K	0.1%	117
2023 Q4	$547K	Sell	5,211 -512	-9%	-$50.1K	0.11%	106
2023 Q3	$537K	Buy	5,723 +528	+10%	+$51.7K	0.12%	102
2023 Q2	$506K	Buy	5,195 +1,736	+50%	+$160K	0.11%	102
2023 Q1	$313K	Buy	3,459 +3,053	+752%	+$270K	0.08%	113
2022 Q4	$34.4K	Buy	+406	New	+$34.6K	0.01%	257

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fiduciary Alliance's ESGU Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.19% in Q2 2026, buying an estimated $474 and bringing the position to 1,623 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #471.

Fiduciary Alliance first reported a position in ESGU in Q4 2022 and has held it in 13 quarters since. The position peaked at $667K in Q4 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Fiduciary Alliance held 1,623 shares of iShares ESG Aware MSCI USA ETF worth $266K as of Q2 2026.
Fiduciary Alliance bought 3 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $474.
iShares ESG Aware MSCI USA ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #471 holding.
Fiduciary Alliance first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 13 quarters since.
Fiduciary Alliance's iShares ESG Aware MSCI USA ETF position peaked at $667K in Q4 2024.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.