Focus Partners Wealth
ESGU icon

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

Focus Partners Wealth’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 		$9.49M Sell
57,996
-2,513
-4% -$397K 0.01% 735
2026
Q1 		$8.56M Sell
60,509
-69
-0.1% -$10.2K 0.01% 764
2025
Q4 		$9.02M Buy
60,578
+8,791
+17% +$1.3M 0.01% 736
2025
Q3 		$7.54M Buy
51,787
+949
+2% +$133K 0.01% 638
2025
Q2 		$6.88M Buy
50,838
+286
+0.6% +$35.7K 0.01% 583
2025
Q1 		$6.16M Buy
50,552
+2,887
+6% +$372K 0.02% 574
2024
Q4 		$6.14M Buy
47,665
+35,662
+297% +$4.62M 0.02% 569
2024
Q3 		$1.51M Sell
12,003
-25,856
-68% -$3.14M ﹤0.01% 839
2024
Q2 		$4.52M Buy
37,859
+5,254
+16% +$603K 0.02% 514
2024
Q1 		$3.75M Buy
+32,605
New +$3.57M 0.03% 373

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

Focus Partners Wealth's ESGU Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.2% in Q2 2026, selling an estimated $397K and leaving 57,996 shares worth $9.49M. The position accounts for 0.01% of the portfolio, ranked #735.

Focus Partners Wealth first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Focus Partners Wealth held 57,996 shares of iShares ESG Aware MSCI USA ETF worth $9.49M as of Q2 2026.
  • Focus Partners Wealth sold 2,513 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $397K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #735 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.