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Firethorn Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Firethorn Wealth Partners’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
Q3 		$1.17M Sell
7,028
-253
-3% -$42.1K 0.37% 60
2026
Q2 		$1.19M Sell
7,281
-21
-0.3% -$3.32K 0.38% 60
2026
Q1 		$1.03M Sell
7,302
-70
-0.9% -$10.4K 0.38% 64
2025
Q4 		$1.1M Sell
7,372
-10
-0.1% -$1.48K 0.41% 57
2025
Q3 		$1.07M Buy
7,382
+26
+0.4% +$3.64K 0.42% 56
2025
Q2 		$995K Sell
7,356
-6
-0.1% -$749 0.43% 51
2025
Q1 		$897K Sell
7,362
-944
-11% -$122K 0.43% 47
2024
Q4 		$1.07M Sell
8,306
-121
-1% -$15.7K 0.53% 38
2024
Q3 		$1.06M Sell
8,427
-259
-3% -$31.4K 0.54% 38
2024
Q2 		$1.04M Sell
8,686
-11,818
-58% -$1.36M 0.59% 38
2024
Q1 		$2.36M Sell
20,504
-16,864
-45% -$1.85M 1.39% 17
2023
Q4 		$3.92M Buy
37,368
+4,292
+13% +$420K 2.57% 7
2023
Q3 		$3.11M Sell
33,076
-15,165
-31% -$1.49M 2.38% 11
2023
Q2 		$4.7M Sell
48,241
-320
-0.7% -$29.6K 3.51% 7
2023
Q1 		$4.44M Sell
48,561
-67,599
-58% -$5.98M 3.47% 8
2022
Q4 		$9.84M Sell
116,160
-15,969
-12% -$1.36M 8.31% 1
2022
Q3 		$10.5M Buy
132,129
+4,702
+4% +$416K 9.75% 1
2022
Q2 		$11.7M Sell
127,427
-6,785
-5% -$620K 9.48% 1
2022
Q1 		$13.6M Buy
134,212
+12,943
+11% +$1.3M 10.3% 1
2021
Q4 		$13.1M Buy
+121,269
New +$12.7M 9.79% 1
2021
Q2 		$10.9M Buy
110,197
+3,438
+3% +$329K 9.08% 1
2021
Q1 		$9.7M Sell
106,759
-14,286
-12% -$1.27M 9.03% 1
2020
Q4 		$10.4M Buy
+121,045
New +$9.83M 11.25% 1

Other funds holding ESGU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Firethorn Wealth Partners's ESGU Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.5% in Q3 2026, selling an estimated $42.1K and leaving 7,028 shares worth $1.17M. The position accounts for 0.37% of the portfolio, ranked #60.

Firethorn Wealth Partners first reported a position in ESGU in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.6M in Q1 2022. 106 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Firethorn Wealth Partners held 7,028 shares of iShares ESG Aware MSCI USA ETF worth $1.17M as of Q3 2026.
  • Firethorn Wealth Partners sold 253 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $42.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.37% of Firethorn Wealth Partners's portfolio in Q3 2026, its #60 holding.
  • Firethorn Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Firethorn Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $13.6M in Q1 2022.
  • 106 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.