Fisher Asset Management
ESGU icon

Fisher Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fisher Asset 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 		$11.1M Buy
67,897
+2,934
+5% +$464K ﹤0.01% 401
2026
Q1 		$9.19M Buy
64,963
+560
+0.9% +$82.8K ﹤0.01% 403
2025
Q4 		$9.59M Sell
64,403
-7,443
-10% -$1.1M ﹤0.01% 403
2025
Q3 		$10.5M Buy
71,846
+3,743
+5% +$524K ﹤0.01% 404
2025
Q2 		$9.21M Sell
68,103
-9,881
-13% -$1.23M ﹤0.01% 416
2025
Q1 		$9.51M Sell
77,984
-13,809
-15% -$1.78M ﹤0.01% 418
2024
Q4 		$11.8M Sell
91,793
-3,674
-4% -$476K ﹤0.01% 414
2024
Q3 		$12M Sell
95,467
-948
-1% -$115K ﹤0.01% 397
2024
Q2 		$11.5M Buy
96,415
+10,489
+12% +$1.2M 0.01% 402
2024
Q1 		$9.88M Buy
85,926
+548
+0.6% +$60K ﹤0.01% 424
2023
Q4 		$8.96M Buy
85,378
+1,934
+2% +$189K ﹤0.01% 426
2023
Q3 		$7.84M Buy
83,444
+17,656
+27% +$1.73M ﹤0.01% 466
2023
Q2 		$6.41M Buy
65,788
+5,652
+9% +$522K ﹤0.01% 508
2023
Q1 		$5.44M Buy
60,136
+3,771
+7% +$333K ﹤0.01% 532
2022
Q4 		$4.78M Buy
56,365
+9,185
+19% +$784K ﹤0.01% 540
2022
Q3 		$3.75M Buy
47,180
+8,778
+23% +$777K ﹤0.01% 490
2022
Q2 		$3.22M Buy
38,402
+4,150
+12% +$379K ﹤0.01% 470
2022
Q1 		$3.47M Buy
34,252
+4,853
+17% +$486K ﹤0.01% 486
2021
Q4 		$3.17M Buy
29,399
+5,383
+22% +$565K ﹤0.01% 507
2021
Q3 		$2.37M Buy
24,016
+3,796
+19% +$385K ﹤0.01% 512
2021
Q2 		$1.99M Sell
20,220
-788
-4% -$75.4K ﹤0.01% 529
2021
Q1 		$1.91M Buy
21,008
+7,968
+61% +$708K ﹤0.01% 543
2020
Q4 		$1.12M Buy
13,040
+4,426
+51% +$359K ﹤0.01% 584
2020
Q3 		$656K Buy
8,614
+3,413
+66% +$257K ﹤0.01% 610
2020
Q2 		$364K Buy
+5,201
New +$342K ﹤0.01% 694

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

Fisher Asset Management's ESGU Position: Q2 2026 in Review

Fisher Asset Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.5% in Q2 2026, buying an estimated $464K and bringing the position to 67,897 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Fisher Asset Management first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $12M in Q3 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Fisher Asset Management held 67,897 shares of iShares ESG Aware MSCI USA ETF worth $11.1M as of Q2 2026.
  • Fisher Asset Management bought 2,934 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $464K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #401 holding.
  • Fisher Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Fisher Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $12M in Q3 2024.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.