Financial Gravity Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Financial Gravity Asset Management’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	$522K	Sell	3,690 -2	-0.1%	-$296	0.09%	107
2025 Q4	$550K	Sell	3,692 -1,029	-22%	-$152K	0.11%	81
2025 Q3	$687K	Buy	+4,721	New	+$661K	0.14%	78
2025 Q1	$669K	Buy	+5,490	New	+$707K	0.15%	85
2024 Q2	$1.43M	Sell	11,984 -17,551	-59%	-$2.02M	0.36%	63
2024 Q1	$3.22M	Sell	29,535 -1,014,785	-97%	-$111M	0.43%	59
2023 Q4	$2.61M	Buy	1,044,320 +17,218	+2%	+$1.69M	0.03%	187
2023 Q3	$803K	Buy	1,027,102 +937,404	+1,045%	+$91.8M	0.01%	386
2023 Q2	$8.74K	Buy	89,698 +5,671	+7%	+$524K	0.02%	378
2023 Q1	$7.6K	Buy	+84,027	New	+$7.43M	0.23%	79

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Gravity Asset Management's ESGU Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.05% in Q1 2026, selling an estimated $296 and leaving 3,690 shares worth $522K. The position accounts for 0.09% of the portfolio, ranked #107.

Financial Gravity Asset Management first reported a position in ESGU in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.22M in Q1 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Financial Gravity Asset Management held 3,690 shares of iShares ESG Aware MSCI USA ETF worth $522K as of Q1 2026.
Financial Gravity Asset Management sold 2 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $296.
iShares ESG Aware MSCI USA ETF made up 0.09% of Financial Gravity Asset Management's portfolio in Q1 2026, its #107 holding.
Financial Gravity Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 10 quarters since.
Financial Gravity Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $3.22M in Q1 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.