Forum Finance Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Forum Finance Group’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	$87K	Hold	660	–	–	0.03%	196
2026 Q1	$76K	Buy	+660	New	+$97.6K	0.04%	182

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

Forum Finance Group's ESGU Position: Q2 2026 in Review

Forum Finance Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 660 shares worth $87K. The position accounts for 0.03% of the portfolio, ranked #196.

Forum Finance Group first reported a position in ESGU in Q1 2026 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Forum Finance Group held 660 shares of iShares ESG Aware MSCI USA ETF worth $87K as of Q2 2026.
Forum Finance Group 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 Forum Finance Group's portfolio in Q2 2026, its #196 holding.
Forum Finance Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.