Fort Point Capital Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fort Point Capital 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 Q2	$455K	Hold	2,780	–	–	0.03%	174
2026 Q1	$393K	Hold	2,780	–	–	0.05%	159
2025 Q4	$420K	Buy	2,780 +77	+3%	+$11.4K	0.05%	162
2025 Q3	$394K	Hold	2,703	–	–	0.05%	160
2025 Q2	$366K	Sell	2,703 -29	-1%	-$3.62K	0.03%	258
2025 Q1	$333K	Hold	2,732	–	–	0.04%	257
2024 Q4	$352K	Hold	2,732	–	–	0.04%	240
2024 Q3	$345K	Hold	2,732	–	–	0.04%	226
2024 Q2	$326K	Hold	2,732	–	–	0.04%	239
2024 Q1	$314K	Sell	2,732 -65	-2%	-$7.12K	0.04%	253
2023 Q4	$293K	Buy	2,797 +658	+31%	+$64.4K	0.04%	242
2023 Q3	$201K	Hold	2,139	–	–	0.03%	262
2023 Q2	$208K	Buy	+2,139	New	+$198K	0.03%	258

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fort Point Capital Partners's ESGU Position: Q2 2026 in Review

Fort Point Capital Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,780 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #174.

Fort Point Capital Partners first reported a position in ESGU in Q2 2023 and has held it in 13 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Fort Point Capital Partners held 2,780 shares of iShares ESG Aware MSCI USA ETF worth $455K as of Q2 2026.
Fort Point Capital Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q2 2026, its #174 holding.
Fort Point Capital Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.