Fortis Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fortis Capital Advisors’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	$349K	Sell	2,131 -1,635	-43%	-$259K	0.04%	302
2026 Q1	$533K	Buy	3,766 +2,424	+181%	+$359K	0.07%	225
2025 Q4	$200K	Buy	+1,342	New	+$198K	0.03%	303
2025 Q3	–	Sell	-1,742	Closed	-$236K	–	293
2025 Q2	$236K	Sell	1,742 -4	-0.2%	-$499	0.04%	217
2025 Q1	$213K	Sell	1,746 -718	-29%	-$92.5K	0.04%	239
2024 Q4	$305K	Buy	2,464 +190	+8%	+$24.6K	0.1%	145
2024 Q3	$287K	Buy	2,274 +542	+31%	+$65.8K	0.1%	145
2024 Q2	$207K	Buy	+1,732	New	+$199K	0.07%	151
2024 Q1	–	Sell	-2,148	Closed	-$225K	–	163
2023 Q4	$225K	Sell	2,148 -58	-3%	-$5.68K	0.12%	103
2023 Q3	$207K	Buy	+2,206	New	+$216K	0.13%	94
2023 Q2	–	Sell	-3,836	Closed	-$347K	–	269
2023 Q1	$347K	Buy	3,836 +927	+32%	+$82K	0.19%	73
2022 Q4	$247K	Buy	+2,909	New	+$248K	0.15%	105

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

Fortis Capital Advisors's ESGU Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 43% in Q2 2026, selling an estimated $259K and leaving 2,131 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #302.

Fortis Capital Advisors first reported a position in ESGU in Q4 2022 and has held it in 12 quarters since. The position peaked at $533K in Q1 2026. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Fortis Capital Advisors held 2,131 shares of iShares ESG Aware MSCI USA ETF worth $349K as of Q2 2026.
Fortis Capital Advisors sold 1,635 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $259K.
iShares ESG Aware MSCI USA ETF made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #302 holding.
Fortis Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 12 quarters since.
Fortis Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $533K in Q1 2026.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.