Forthright Family Wealth Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-21,696	Closed	-$2.49M	–	67
2026 Q1	$2.49M	Buy	+21,696	New	+$3.21M	1.67%	17
2024 Q4	–	Sell	-5,167	Closed	-$693K	–	61
2024 Q3	$693K	Sell	5,167 -14,465	-74%	-$1.76M	0.44%	32
2024 Q2	$2.34M	Sell	19,632 -2,064	-10%	-$237K	1.51%	17
2024 Q1	$2.49M	Sell	21,696 -12	-0.1%	-$1.31K	1.67%	17
2023 Q4	$2.28M	Buy	+21,708	New	+$2.13M	1.78%	15

Other funds holding ESGU

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Forthright Family Wealth Advisory's ESGU Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 21,696 shares — an estimated $2.49M sold.

Forthright Family Wealth Advisory first reported a position in ESGU in Q4 2023 and held it in 5 quarters. The position peaked at $2.49M in Q1 2026. 412 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 21,696 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $2.49M.
Forthright Family Wealth Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 5 quarters.
Forthright Family Wealth Advisory's iShares ESG Aware MSCI USA ETF position peaked at $2.49M in Q1 2026.
412 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.