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Fingerlakes Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fingerlakes Wealth Management’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 		$2.95M Buy
18,034
+747
+4% +$118K 1.59% 20
2026
Q1 		$2.44M Sell
17,287
-73
-0.4% -$10.8K 1.62% 18
2025
Q4 		$2.59M Sell
17,360
-223
-1% -$33K 1.64% 18
2025
Q3 		$2.56M Sell
17,583
-108
-0.6% -$15.1K 1.67% 17
2025
Q2 		$2.39M Sell
17,691
-277
-2% -$34.6K 1.79% 17
2025
Q1 		$2.19M Sell
17,968
-1,747
-9% -$225K 1.86% 16
2024
Q4 		$2.54M Sell
19,715
-1,759
-8% -$228K 2.05% 13
2024
Q3 		$2.71M Sell
21,474
-293
-1% -$35.6K 2.25% 12
2024
Q2 		$2.6M Sell
21,767
-739
-3% -$84.9K 2.33% 11
2024
Q1 		$2.59M Buy
22,506
+736
+3% +$80.6K 2.5% 9
2023
Q4 		$2.28M Sell
21,770
-1,188
-5% -$116K 2.46% 8
2023
Q3 		$2.16M Buy
22,958
+490
+2% +$48K 2.63% 8
2023
Q2 		$2.19M Buy
22,468
+1,031
+5% +$95.2K 2.51% 8
2023
Q1 		$1.94M Buy
21,437
+1,527
+8% +$135K 2.42% 8
2022
Q4 		$1.69M Buy
19,910
+336
+2% +$28.7K 2.32% 11
2022
Q3 		$1.55M Buy
19,574
+2,155
+12% +$191K 2.27% 11
2022
Q2 		$1.46M Buy
17,419
+3,693
+27% +$337K 2% 12
2022
Q1 		$1.39M Buy
13,726
+2,608
+23% +$261K 1.63% 17
2021
Q4 		$1.2M Buy
+11,118
New +$1.17M 1.35% 24

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

Fingerlakes Wealth Management's ESGU Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.3% in Q2 2026, buying an estimated $118K and bringing the position to 18,034 shares worth $2.95M. The position accounts for 1.59% of the portfolio, ranked #20.

Fingerlakes Wealth Management first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Fingerlakes Wealth Management held 18,034 shares of iShares ESG Aware MSCI USA ETF worth $2.95M as of Q2 2026.
  • Fingerlakes Wealth Management bought 747 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $118K.
  • iShares ESG Aware MSCI USA ETF made up 1.59% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Fingerlakes Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.