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

Future Financial Wealth 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
2025 Q4	–	Sell	-301	Closed	-$43.8K	–	211
2025 Q3	$43.8K	Hold	301	–	–	0.03%	274
2025 Q2	$40.7K	Hold	301	–	–	0.03%	269
2025 Q1	$36.7K	Hold	301	–	–	0.03%	267
2024 Q4	$38.8K	Hold	301	–	–	0.03%	266
2024 Q3	$38K	Buy	+301	New	+$36.5K	0.03%	284
2024 Q2	–	Sell	-301	Closed	-$34.6K	–	212
2024 Q1	$34.6K	Buy	+301	New	+$33K	0.03%	296
2022 Q2	–	Sell	-298	Closed	-$30K	–	221
2022 Q1	$30K	Hold	298	–	–	0.02%	326
2021 Q4	$32K	Buy	+298	New	+$31.3K	0.03%	327

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Future Financial Wealth Management's ESGU Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 301 shares — an estimated $43.8K sold.

Future Financial Wealth Management first reported a position in ESGU in Q4 2021 and held it in 8 quarters. The position peaked at $43.8K in Q3 2025. 833 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 301 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $43.8K.
Future Financial Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $43.8K in Q3 2025.
833 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.