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B. Riley Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

B. Riley Wealth Advisors’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 		$688K Buy
4,233
+1
+0% +$158 0.04% 392
2026
Q1 		$581K Sell
4,232
-569
-12% -$84.2K 0.04% 408
2025
Q4 		$715K Sell
4,801
-3
-0.1% -$444 0.03% 419
2025
Q3 		$699K Buy
4,804
+33
+0.7% +$4.62K 0.03% 427
2025
Q2 		$645K Buy
+4,771
New +$596K 0.03% 451
2024
Q4 		$1.82M Sell
14,166
-16,966
-54% -$2.2M 0.06% 297
2024
Q3 		$3.9M Sell
31,132
-921
-3% -$112K 0.11% 191
2024
Q2 		$3.82M Sell
32,053
-55,521
-63% -$6.38M 0.1% 200
2024
Q1 		$8.26M Buy
87,574
+18,884
+27% +$2.07M 0.22% 93
2023
Q4 		$7.21M Sell
68,690
-18,884
-22% -$1.85M 0.19% 115
2023
Q3 		$8.26M Sell
87,574
-26,707
-23% -$2.62M 0.22% 93
2023
Q2 		$11.1M Sell
114,281
-2,350
-2% -$217K 0.25% 84
2023
Q1 		$10.5M Sell
116,631
-158,071
-58% -$14M 0.28% 71
2022
Q4 		$23.3M Sell
274,702
-28,349
-9% -$2.42M 0.65% 21
2022
Q3 		$24.1M Sell
303,051
-13,057
-4% -$1.16M 0.73% 21
2022
Q2 		$26.5M Sell
316,108
-7,465
-2% -$682K 1.12% 7
2022
Q1 		$32.8M Buy
323,573
+28,498
+10% +$2.85M 1.07% 10
2021
Q4 		$31.8M Buy
295,075
+23,553
+9% +$2.47M 0.92% 12
2021
Q3 		$26.7M Buy
271,522
+57,002
+27% +$5.78M 0.85% 13
2021
Q2 		$21.1M Buy
214,520
+3,122
+1% +$299K 0.69% 18
2021
Q1 		$19.2M Buy
211,398
+36,955
+21% +$3.28M 0.68% 18
2020
Q4 		$15M Buy
174,443
+42,703
+32% +$3.47M 0.8% 17
2020
Q3 		$10M Buy
131,740
+13,678
+12% +$1.03M 0.53% 41
2020
Q2 		$8.26M Buy
118,062
+56,319
+91% +$3.71M 0.55% 36
2020
Q1 		$3.55M Buy
+61,743
New +$4.2M 0.3% 78

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

B. Riley Wealth Advisors's ESGU Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.02% in Q2 2026, buying an estimated $158 and bringing the position to 4,233 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #392.

B. Riley Wealth Advisors first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $32.8M in Q1 2022. 294 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • B. Riley Wealth Advisors held 4,233 shares of iShares ESG Aware MSCI USA ETF worth $688K as of Q2 2026.
  • B. Riley Wealth Advisors bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #392 holding.
  • B. Riley Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • B. Riley Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $32.8M in Q1 2022.
  • 294 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.