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Investor's Fiduciary Advisor Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Investor's Fiduciary Advisor Network’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 		$223K Sell
1,368
-10,298
-88% -$1.63M 0.08% 200
2026
Q1 		$1.65M Sell
11,666
-102
-0.9% -$15.1K 0.51% 53
2025
Q4 		$1.75M Sell
11,768
-472
-4% -$69.8K 0.38% 61
2025
Q3 		$1.78M Buy
12,240
+2,459
+25% +$344K 0.6% 40
2025
Q2 		$1.32M Sell
9,781
-1,438
-13% -$180K 0.49% 55
2025
Q1 		$1.37M Buy
11,219
+535
+5% +$68.9K 0.64% 50
2024
Q4 		$1.38M Buy
+10,684
New +$1.38M 0.53% 50

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Investor's Fiduciary Advisor Network's ESGU Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 88% in Q2 2026, selling an estimated $1.63M and leaving 1,368 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #200.

Investor's Fiduciary Advisor Network first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q3 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 1,368 shares of iShares ESG Aware MSCI USA ETF worth $223K as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 10,298 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $1.63M.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #200 holding.
  • Investor's Fiduciary Advisor Network first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Investor's Fiduciary Advisor Network's iShares ESG Aware MSCI USA ETF position peaked at $1.78M in Q3 2025.
  • 868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.