BFC Planning, Inc.’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BFC Planning, Inc.’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	$141K	Buy	860 +830	+2,767%	+$131K	0.01%	1084
2026 Q1	$4.24K	Hold	30	–	–	﹤0.01%	2368
2025 Q4	$4.47K	Hold	30	–	–	﹤0.01%	2392
2025 Q3	$4.37K	Hold	30	–	–	﹤0.01%	2243
2025 Q2	$4.06K	Hold	30	–	–	﹤0.01%	2129
2025 Q1	$3.66K	Hold	30	–	–	﹤0.01%	2130
2024 Q4	$3.86K	Buy	+30	New	+$3.89K	﹤0.01%	2089

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

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

TIAA Wealth Investment Management New York $15B AUM

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BFC Planning, Inc.'s ESGU Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2,767% in Q2 2026, buying an estimated $131K and bringing the position to 860 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #1084.

BFC Planning, Inc. first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. 870 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

BFC Planning, Inc. held 860 shares of iShares ESG Aware MSCI USA ETF worth $141K as of Q2 2026.
BFC Planning, Inc. bought 830 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $131K.
iShares ESG Aware MSCI USA ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1084 holding.
BFC Planning, Inc. first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
870 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.