Ken Fisher
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Ken Fisher’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ken Fisher’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
Q1 		$9.19M Buy
64,963
+560
+0.9% +$82.8K ﹤0.01% 403
2025
Q4 		$9.59M Sell
64,403
-7,443
-10% -$1.1M ﹤0.01% 403
2025
Q3 		$10.5M Buy
71,846
+3,743
+5% +$524K ﹤0.01% 404
2025
Q2 		$9.21M Sell
68,103
-9,881
-13% -$1.23M ﹤0.01% 416
2025
Q1 		$9.51M Sell
77,984
-13,809
-15% -$1.78M ﹤0.01% 418
2024
Q4 		$11.8M Sell
91,793
-3,674
-4% -$476K ﹤0.01% 414
2024
Q3 		$12M Sell
95,467
-948
-1% -$115K ﹤0.01% 397
2024
Q2 		$11.5M Buy
96,415
+10,489
+12% +$1.2M 0.01% 402
2024
Q1 		$9.88M Buy
85,926
+548
+0.6% +$60K ﹤0.01% 424
2023
Q4 		$8.96M Buy
85,378
+1,934
+2% +$189K ﹤0.01% 426
2023
Q3 		$7.84M Buy
83,444
+17,656
+27% +$1.73M ﹤0.01% 466
2023
Q2 		$6.41M Buy
65,788
+5,652
+9% +$522K ﹤0.01% 508
2023
Q1 		$5.44M Buy
60,136
+3,771
+7% +$333K ﹤0.01% 532
2022
Q4 		$4.78M Buy
56,365
+9,185
+19% +$784K ﹤0.01% 540
2022
Q3 		$3.75M Buy
47,180
+8,778
+23% +$777K ﹤0.01% 490
2022
Q2 		$3.22M Buy
38,402
+4,150
+12% +$379K ﹤0.01% 470
2022
Q1 		$3.47M Buy
34,252
+4,853
+17% +$486K ﹤0.01% 486
2021
Q4 		$3.17M Buy
29,399
+5,383
+22% +$565K ﹤0.01% 507
2021
Q3 		$2.37M Buy
24,016
+3,796
+19% +$385K ﹤0.01% 512
2021
Q2 		$1.99M Sell
20,220
-788
-4% -$75.4K ﹤0.01% 529
2021
Q1 		$1.91M Buy
21,008
+7,968
+61% +$708K ﹤0.01% 543
2020
Q4 		$1.12M Buy
13,040
+4,426
+51% +$359K ﹤0.01% 584
2020
Q3 		$656K Buy
8,614
+3,413
+66% +$257K ﹤0.01% 610
2020
Q2 		$364K Buy
+5,201
New +$342K ﹤0.01% 694

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ken Fisher's ESGU Position: Q1 2026 in Review

Ken Fisher increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.87% in Q1 2026, buying an estimated $82.8K and bringing the position to 64,963 shares worth $9.19M. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Ken Fisher first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $12M in Q3 2024. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Ken Fisher held 64,963 shares of iShares ESG Aware MSCI USA ETF worth $9.19M as of Q1 2026.
  • Ken Fisher bought 560 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $82.8K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #403 holding.
  • Ken Fisher first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Ken Fisher's iShares ESG Aware MSCI USA ETF position peaked at $12M in Q3 2024.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.