Fortitude Family Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fortitude Family Office’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	$40.4K	Hold	247	–	–	0.01%	330
2026 Q1	$34.9K	Hold	247	–	–	0.01%	302
2025 Q4	$36.8K	Sell	247 -194	-44%	-$28.7K	0.01%	286
2025 Q3	$64.2K	Buy	441 +146	+49%	+$20.4K	0.02%	220
2025 Q2	$39.9K	Hold	295	–	–	0.01%	274
2025 Q1	$36K	Hold	295	–	–	0.01%	279
2024 Q4	$38K	Hold	295	–	–	0.01%	313
2024 Q3	$37.2K	Hold	295	–	–	0.01%	292
2024 Q2	$35.2K	Hold	295	–	–	0.02%	220
2024 Q1	$33.9K	Sell	295 -810	-73%	-$88.7K	0.02%	197
2023 Q4	$116K	Buy	+1,105	New	+$108K	0.09%	100

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

Fortitude Family Office's ESGU Position: Q2 2026 in Review

Fortitude Family Office held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 247 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #330.

Fortitude Family Office first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $116K in Q4 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Fortitude Family Office held 247 shares of iShares ESG Aware MSCI USA ETF worth $40.4K as of Q2 2026.
Fortitude Family Office left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #330 holding.
Fortitude Family Office first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's iShares ESG Aware MSCI USA ETF position peaked at $116K in Q4 2023.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.