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Financially in Tune’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Financially in Tune’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 		$219K Hold
1,550
– – 0.19% 69
2025
Q4 		$231K Buy
+1,550
New +$229K 0.22% 66

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financially in Tune's ESGU Position: Q1 2026 in Review

Financially in Tune held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 1,550 shares worth $219K. The position accounts for 0.19% of the portfolio, ranked #69.

Financially in Tune first reported a position in ESGU in Q4 2025 and has held it in 2 quarters since. The position peaked at $231K in Q4 2025. 813 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Financially in Tune held 1,550 shares of iShares ESG Aware MSCI USA ETF worth $219K as of Q1 2026.
  • Financially in Tune left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.19% of Financially in Tune's portfolio in Q1 2026, its #69 holding.
  • Financially in Tune first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's iShares ESG Aware MSCI USA ETF position peaked at $231K in Q4 2025.
  • 813 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.