Foster Dykema Cabot & Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Foster Dykema Cabot & Partners’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 Q1	$246K	Hold	1,740	–	–	0.02%	105
2025 Q4	$259K	Hold	1,740	–	–	0.02%	109
2025 Q3	$253K	Hold	1,740	–	–	0.02%	118
2025 Q2	$235K	Hold	1,740	–	–	0.02%	115
2025 Q1	$212K	Hold	1,740	–	–	0.02%	116
2024 Q4	$224K	Sell	1,740 -759	-30%	-$98.3K	0.02%	119
2024 Q3	$315K	Buy	+2,499	New	+$303K	0.03%	100

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foster Dykema Cabot & Partners's ESGU Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 1,740 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #105.

Foster Dykema Cabot & Partners first reported a position in ESGU in Q3 2024 and has held it in 7 quarters since. The position peaked at $315K in Q3 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Foster Dykema Cabot & Partners held 1,740 shares of iShares ESG Aware MSCI USA ETF worth $246K as of Q1 2026.
Foster Dykema Cabot & Partners left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.02% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #105 holding.
Foster Dykema Cabot & Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 7 quarters since.
Foster Dykema Cabot & Partners's iShares ESG Aware MSCI USA ETF position peaked at $315K in Q3 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.