Financial Services Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Financial Services Advisory’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	$292K	Buy	+1,787	New	+$283K	0.07%	62
2026 Q1	–	Sell	-1,976	Closed	-$294K	–	60
2025 Q4	$294K	Sell	1,976 -468	-19%	-$69.2K	0.11%	55
2025 Q3	$356K	Sell	2,444 -48	-2%	-$6.72K	0.14%	54
2025 Q2	$337K	Buy	+2,492	New	+$311K	0.16%	42

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Services Advisory's ESGU Position: Q2 2026 in Review

Financial Services Advisory opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,787 shares worth $292K. The stake represents 0.07% of the portfolio and ranks #62 among its holdings. This is a return to the name: Financial Services Advisory previously reported a position in ESGU as recently as Q4 2025.

Financial Services Advisory first reported a position in ESGU in Q2 2025 and has held it in 4 quarters since. The position peaked at $356K in Q3 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Financial Services Advisory held 1,787 shares of iShares ESG Aware MSCI USA ETF worth $292K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Financial Services Advisory position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.07% of Financial Services Advisory's portfolio in Q2 2026, its #62 holding.
Financial Services Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 4 quarters since.
Financial Services Advisory's iShares ESG Aware MSCI USA ETF position peaked at $356K in Q3 2025.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.