Foster Group
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
Q3 		$3.52M Sell
21,125
-3,474
-14% -$578K 0.1% 66
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% -$2.16K 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

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Foster Group's ESGU Position: Q3 2026 in Review

Foster Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 14% in Q3 2026, selling an estimated $578K and leaving 21,125 shares worth $3.52M. The position accounts for 0.1% of the portfolio, ranked #66.

Foster Group first reported a position in ESGU in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.03M in Q2 2026. 176 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Foster Group held 21,125 shares of iShares ESG Aware MSCI USA ETF worth $3.52M as of Q3 2026.
  • Foster Group sold 3,474 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $578K.
  • iShares ESG Aware MSCI USA ETF made up 0.1% of Foster Group's portfolio in Q3 2026, its #66 holding.
  • Foster Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 23 quarters since.
  • Foster Group's iShares ESG Aware MSCI USA ETF position peaked at $4.03M in Q2 2026.
  • 176 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.