FGC
ESGU icon

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

Financial Gravity Companies’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 		$603K Buy
+3,686
New +$583K 0.1% 98
2025
Q2 		$718K Buy
+5,305
New +$662K 0.14% 86
2024
Q4 		$708K Sell
5,493
-930
-14% -$120K 0.16% 86
2024
Q3 		$810K Buy
+6,423
New +$780K 0.22% 62

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 Gravity Companies's ESGU Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 3,686 shares worth $603K. The stake represents 0.1% of the portfolio and ranks #98 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ESGU as recently as Q2 2025.

Financial Gravity Companies first reported a position in ESGU in Q3 2024 and has held it in 4 quarters since. The position peaked at $810K in Q3 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Financial Gravity Companies held 3,686 shares of iShares ESG Aware MSCI USA ETF worth $603K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Financial Gravity Companies's portfolio in Q2 2026, its #98 holding.
  • Financial Gravity Companies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's iShares ESG Aware MSCI USA ETF position peaked at $810K in Q3 2024.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.