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

Financial Management Network’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 		$417K Sell
2,824
-168
-6% -$24.9K 0.06% 137
2025
Q4 		$446K Buy
2,992
+10
+0.3% +$1.48K 0.07% 123
2025
Q3 		$438K Buy
2,982
+7
+0.2% +$980 0.07% 126
2025
Q2 		$406K Buy
2,975
+302
+11% +$37.7K 0.07% 127
2025
Q1 		$294K Buy
2,673
+162
+6% +$20.9K 0.07% 130
2024
Q4 		$327K Buy
2,511
+8
+0.3% +$1.04K 0.07% 129
2024
Q3 		$315K Buy
2,503
+9
+0.4% +$1.09K 0.07% 137
2024
Q2 		$303K Buy
2,494
+6
+0.2% +$689 0.07% 123
2024
Q1 		$281K Buy
2,488
+9
+0.4% +$986 0.07% 133
2023
Q4 		$255K Buy
2,479
+7
+0.3% +$686 0.07% 123
2023
Q3 		$230K Buy
2,472
+11
+0.4% +$1.08K 0.08% 133
2023
Q2 		$240K Buy
2,461
+8
+0.3% +$739 0.08% 130
2023
Q1 		$221K Sell
2,453
-313
-11% -$27.7K 0.09% 118
2022
Q4 		$235K Buy
+2,766
New +$236K 0.1% 124
2022
Q2 		– Sell
-2,171
Closed -$223K – 124
2022
Q1 		$223K Buy
2,171
+4
+0.2% +$401 0.11% 108
2021
Q4 		$235K Buy
2,167
+3
+0.1% +$315 0.11% 120
2021
Q3 		$213K Buy
+2,164
New +$219K 0.11% 120

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Management Network's ESGU Position: Q1 2026 in Review

Financial Management Network reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.6% in Q1 2026, selling an estimated $24.9K and leaving 2,824 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #137.

Financial Management Network first reported a position in ESGU in Q3 2021 and has held it in 17 quarters since. The position peaked at $446K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Financial Management Network held 2,824 shares of iShares ESG Aware MSCI USA ETF worth $417K as of Q1 2026.
  • Financial Management Network sold 168 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $24.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Financial Management Network's portfolio in Q1 2026, its #137 holding.
  • Financial Management Network first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 17 quarters since.
  • Financial Management Network's iShares ESG Aware MSCI USA ETF position peaked at $446K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.