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 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 $1.37T 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

Fort Point Capital Partners's ESGU Position: Q1 2026 in Review

Fort Point Capital Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 2,780 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #159.

Fort Point Capital Partners first reported a position in ESGU in Q2 2023 and has held it in 12 quarters since. The position peaked at $420K in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Fort Point Capital Partners held 2,780 shares of iShares ESG Aware MSCI USA ETF worth $393K as of Q1 2026.
Fort Point Capital Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.05% of Fort Point Capital Partners's portfolio in Q1 2026, its #159 holding.
Fort Point Capital Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 12 quarters since.
Fort Point Capital Partners's iShares ESG Aware MSCI USA ETF position peaked at $420K in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.