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

Forefront 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 Q1	$379K	Buy	+2,678	New	+$396K	0.16%	115

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Forefront Wealth Partners's ESGU Position: Q1 2026 in Review

Forefront Wealth Partners opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2026: 2,678 shares worth $379K. The stake represents 0.16% of the portfolio and ranks #115 among its holdings.

806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Forefront Wealth Partners held 2,678 shares of iShares ESG Aware MSCI USA ETF worth $379K as of Q1 2026.
iShares ESG Aware MSCI USA ETF was a new Forefront Wealth Partners position in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.16% of Forefront Wealth Partners's portfolio in Q1 2026, its #115 holding.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.