Financial Engines Advisors
ESGU icon

Financial Engines Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Financial Engines Advisors’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 		$304K Sell
1,856
-7
-0.4% -$1.11K ﹤0.01% 491
2026
Q1 		$263K Buy
1,863
+4
+0.2% +$592 ﹤0.01% 483
2025
Q4 		$277K Sell
1,859
-813
-30% -$120K ﹤0.01% 481
2025
Q3 		$389K Sell
2,672
-29
-1% -$4.06K ﹤0.01% 431
2025
Q2 		$366K Buy
2,701
+1,020
+61% +$127K ﹤0.01% 417
2025
Q1 		$205K Sell
1,681
-1,461
-46% -$188K ﹤0.01% 418
2024
Q4 		$405K Buy
3,142
+681
+28% +$88.2K ﹤0.01% 345
2024
Q3 		$311K Sell
2,461
-1,753
-42% -$213K ﹤0.01% 327
2024
Q2 		$503K Buy
4,214
+1,643
+64% +$189K ﹤0.01% 258
2024
Q1 		$296K Buy
2,571
+193
+8% +$21.1K ﹤0.01% 295
2023
Q4 		$250K Buy
2,378
+209
+10% +$20.5K ﹤0.01% 289
2023
Q3 		$205K Sell
2,169
-905
-29% -$88.6K ﹤0.01% 276
2023
Q2 		$300K Buy
3,074
+820
+36% +$75.7K ﹤0.01% 247
2023
Q1 		$204K Buy
+2,254
New +$199K ﹤0.01% 281
2022
Q4 		– Sell
-2,553
Closed -$202K – 297
2022
Q3 		$202K Buy
2,553
+60
+2% +$5.31K ﹤0.01% 276
2022
Q2 		$209K Sell
2,493
-12
-0.5% -$1.1K ﹤0.01% 285
2022
Q1 		$254K Buy
2,505
+66
+3% +$6.61K ﹤0.01% 279
2021
Q4 		$263K Sell
2,439
-183
-7% -$19.2K ﹤0.01% 239
2021
Q3 		$258K Buy
+2,622
New +$266K ﹤0.01% 236
2021
Q2 		– Sell
-2,480
Closed -$225K – 227
2021
Q1 		$225K Buy
+2,480
New +$220K ﹤0.01% 251

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

Financial Engines Advisors's ESGU Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.38% in Q2 2026, selling an estimated $1.11K and leaving 1,856 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Financial Engines Advisors first reported a position in ESGU in Q1 2021 and has held it in 20 quarters since. The position peaked at $503K in Q2 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Financial Engines Advisors held 1,856 shares of iShares ESG Aware MSCI USA ETF worth $304K as of Q2 2026.
  • Financial Engines Advisors sold 7 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.11K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #491 holding.
  • Financial Engines Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 20 quarters since.
  • Financial Engines Advisors's iShares ESG Aware MSCI USA ETF position peaked at $503K in Q2 2024.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.