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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
Q2 		$461K Buy
2,829
+5
+0.2% +$791 0.07% 140
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 $1.55T 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 Management Network's ESGU Position: Q2 2026 in Review

Financial Management Network increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.18% in Q2 2026, buying an estimated $791 and bringing the position to 2,829 shares worth $461K. The position accounts for 0.07% of the portfolio, ranked #140.

Financial Management Network first reported a position in ESGU in Q3 2021 and has held it in 18 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Financial Management Network held 2,829 shares of iShares ESG Aware MSCI USA ETF worth $461K as of Q2 2026.
  • Financial Management Network bought 5 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $791.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Financial Management Network's portfolio in Q2 2026, its #140 holding.
  • Financial Management Network first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 18 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.