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

Fiduciary Trust’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 		$116M Buy
708,529
+11,332
+2% +$1.79M 1.26% 16
2026
Q1 		$98.6M Buy
697,197
+18,717
+3% +$2.77M 1.17% 17
2025
Q4 		$101M Buy
678,480
+13,691
+2% +$2.02M 1.15% 18
2025
Q3 		$96.8M Buy
664,789
+2,381
+0.4% +$333K 1.1% 17
2025
Q2 		$89.6M Buy
662,408
+1,280
+0.2% +$160K 1.1% 17
2025
Q1 		$80.6M Buy
661,128
+107,229
+19% +$13.8M 1.06% 17
2024
Q4 		$71.4M Buy
553,899
+31,883
+6% +$4.13M 0.94% 19
2024
Q3 		$65.9M Buy
522,016
+22,561
+5% +$2.74M 0.92% 19
2024
Q2 		$59.6M Buy
499,455
+29,487
+6% +$3.39M 0.89% 22
2024
Q1 		$54M Buy
469,968
+18,282
+4% +$2M 0.83% 22
2023
Q4 		$47.4M Buy
451,686
+51,564
+13% +$5.05M 0.79% 25
2023
Q3 		$37.6M Buy
400,122
+10,310
+3% +$1.01M 0.69% 28
2023
Q2 		$38M Buy
389,812
+6,794
+2% +$627K 0.67% 29
2023
Q1 		$34.6M Buy
383,018
+42,199
+12% +$3.73M 0.64% 31
2022
Q4 		$28.9M Buy
340,819
+33,749
+11% +$2.88M 0.56% 37
2022
Q3 		$24.4M Buy
307,070
+48,417
+19% +$4.29M 0.53% 40
2022
Q2 		$21.7M Buy
258,653
+34,901
+16% +$3.19M 0.46% 48
2022
Q1 		$22.7M Buy
223,752
+62,716
+39% +$6.28M 0.41% 49
2021
Q4 		$17.4M Buy
161,036
+12,673
+9% +$1.33M 0.29% 64
2021
Q3 		$14.6M Buy
148,363
+10,072
+7% +$1.02M 0.26% 75
2021
Q2 		$13.6M Buy
138,291
+4,034
+3% +$386K 0.26% 80
2021
Q1 		$12.2M Buy
134,257
+5,753
+4% +$511K 0.25% 85
2020
Q4 		$11.1M Buy
128,504
+15,730
+14% +$1.28M 0.23% 88
2020
Q3 		$8.6M Buy
112,774
+12,100
+12% +$911K 0.2% 98
2020
Q2 		$7.05M Buy
100,674
+80,783
+406% +$5.32M 0.17% 107
2020
Q1 		$1.14M Buy
19,891
+2,484
+14% +$169K 0.03% 244
2019
Q4 		$1.24M Buy
17,407
+5,305
+44% +$361K 0.03% 255
2019
Q3 		$791K Buy
+12,102
New +$787K 0.02% 306

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fiduciary Trust's ESGU Position: Q2 2026 in Review

Fiduciary Trust increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.6% in Q2 2026, buying an estimated $1.79M and bringing the position to 708,529 shares worth $116M. The position accounts for 1.26% of the portfolio, ranked #16.

Fiduciary Trust first reported a position in ESGU in Q3 2019 and has held it in 28 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Fiduciary Trust held 708,529 shares of iShares ESG Aware MSCI USA ETF worth $116M as of Q2 2026.
  • Fiduciary Trust bought 11,332 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.79M.
  • iShares ESG Aware MSCI USA ETF made up 1.26% of Fiduciary Trust's portfolio in Q2 2026, its #16 holding.
  • Fiduciary Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2019 and has held it in 28 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.