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

Fiduciary Financial Group’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 		$761K Buy
4,647
+8
+0.2% +$1.26K 0.09% 140
2026
Q1 		$656K Buy
4,639
+19
+0.4% +$2.81K 0.09% 144
2025
Q4 		$688K Buy
4,620
+9
+0.2% +$1.33K 0.1% 131
2025
Q3 		$671K Buy
4,611
+4
+0.1% +$560 0.11% 122
2025
Q2 		$622K Buy
4,607
+18
+0.4% +$2.25K 0.11% 122
2025
Q1 		$524K Buy
+4,589
New +$591K 0.11% 119

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Fiduciary Financial Group's ESGU Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.17% in Q2 2026, buying an estimated $1.26K and bringing the position to 4,647 shares worth $761K. The position accounts for 0.09% of the portfolio, ranked #140.

Fiduciary Financial Group first reported a position in ESGU in Q1 2025 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Fiduciary Financial Group held 4,647 shares of iShares ESG Aware MSCI USA ETF worth $761K as of Q2 2026.
  • Fiduciary Financial Group bought 8 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.26K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Fiduciary Financial Group's portfolio in Q2 2026, its #140 holding.
  • Fiduciary Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.