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Forum Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Forum Financial Management’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 		$329K Hold
2,011
– – ﹤0.01% 265
2026
Q1 		$284K Hold
2,011
– – ﹤0.01% 266
2025
Q4 		$300K Buy
2,011
+259
+15% +$38.3K ﹤0.01% 749
2025
Q3 		$255K Buy
+1,752
New +$245K ﹤0.01% 821
2025
Q1 		– Sell
-2,512
Closed -$324K – 884
2024
Q4 		$324K Buy
+2,512
New +$325K 0.01% 571

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Forum Financial Management's ESGU Position: Q2 2026 in Review

Forum Financial Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 2,011 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Forum Financial Management first reported a position in ESGU in Q4 2024 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Forum Financial Management held 2,011 shares of iShares ESG Aware MSCI USA ETF worth $329K as of Q2 2026.
  • Forum Financial Management 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 Forum Financial Management's portfolio in Q2 2026, its #265 holding.
  • Forum Financial Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 5 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.