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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
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 $1.37T 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

Fingerlakes Wealth Management's ESGU Position: Q1 2026 in Review

Fingerlakes Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.42% in Q1 2026, selling an estimated $10.8K and leaving 17,287 shares worth $2.44M. The position accounts for 1.62% of the portfolio, ranked #18.

Fingerlakes Wealth Management first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.71M in Q3 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Fingerlakes Wealth Management held 17,287 shares of iShares ESG Aware MSCI USA ETF worth $2.44M as of Q1 2026.
  • Fingerlakes Wealth Management sold 73 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $10.8K.
  • iShares ESG Aware MSCI USA ETF made up 1.62% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Fingerlakes Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Fingerlakes Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $2.71M in Q3 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.