FG
ESGU icon

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

Foster 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 		$4.03M Sell
24,599
-81
-0.3% -$12.8K 0.11% 60
2026
Q1 		$3.49M Sell
24,680
-589
-2% -$87.1K 0.1% 59
2025
Q4 		$3.76M Buy
25,269
+3,510
+16% +$519K 0.11% 56
2025
Q3 		$3.17M Buy
21,759
+345
+2% +$48.3K 0.1% 63
2025
Q2 		$2.9M Buy
21,414
+1,105
+5% +$138K 0.1% 62
2025
Q1 		$2.48M Sell
20,309
-22
-0.1% -$2.83K 0.09% 60
2024
Q4 		$2.62M Buy
20,331
+273
+1% +$35.4K 0.1% 57
2024
Q3 		$2.53M Buy
20,058
+1,073
+6% +$130K 0.09% 56
2024
Q2 		$2.27M Buy
18,985
+196
+1% +$22.5K 0.09% 59
2024
Q1 		$2.16M Buy
18,789
+433
+2% +$47.4K 0.11% 54
2023
Q4 		$1.72M Hold
18,356
– – 0.11% 50
2023
Q3 		$1.72M Sell
18,356
-22
-0.1% -$2.15K 0.11% 50
2023
Q2 		$1.79M Buy
18,378
+2,057
+13% +$190K 0.11% 51
2023
Q1 		$1.48M Sell
16,321
-4,014
-20% -$355K 0.09% 58
2022
Q4 		$1.72M Buy
20,335
+841
+4% +$71.7K 0.13% 45
2022
Q3 		$1.55M Buy
19,494
+1,162
+6% +$103K 0.13% 45
2022
Q2 		$1.54M Buy
18,332
+2,353
+15% +$215K 0.11% 50
2022
Q1 		$1.62M Buy
15,979
+1,430
+10% +$143K 0.13% 43
2021
Q4 		$1.57M Buy
14,549
+1,502
+12% +$158K 0.14% 40
2021
Q3 		$1.28M Buy
13,047
+144
+1% +$14.6K 0.13% 44
2021
Q2 		$1.27M Buy
12,903
+2,279
+21% +$218K 0.15% 40
2021
Q1 		$965K Buy
+10,624
New +$944K 0.15% 42

Other funds holding ESGU

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Foster Group's ESGU Position: Q2 2026 in Review

Foster Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.33% in Q2 2026, selling an estimated $12.8K and leaving 24,599 shares worth $4.03M. The position accounts for 0.11% of the portfolio, ranked #60.

Foster Group first reported a position in ESGU in Q1 2021 and has held it in 22 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Foster Group held 24,599 shares of iShares ESG Aware MSCI USA ETF worth $4.03M as of Q2 2026.
  • Foster Group sold 81 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $12.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Foster Group's portfolio in Q2 2026, its #60 holding.
  • Foster Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.