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Citizens Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Citizens Financial Group’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 		$330K Sell
2,014
-697
-26% -$110K ﹤0.01% 814
2026
Q1 		$383K Sell
2,711
-88
-3% -$13K 0.01% 611
2025
Q4 		$417K Sell
2,799
-78
-3% -$11.5K 0.01% 585
2025
Q3 		$419K Sell
2,877
-87
-3% -$12.2K 0.01% 567
2025
Q2 		$401K Hold
2,964
– – 0.01% 521
2025
Q1 		$361K Sell
2,964
-532
-15% -$68.5K 0.01% 470
2024
Q4 		$450K Buy
3,496
+282
+9% +$36.5K 0.01% 408
2024
Q3 		$406K Buy
3,214
+180
+6% +$21.9K 0.01% 413
2024
Q2 		$362K Sell
3,034
-187
-6% -$21.5K 0.01% 419
2024
Q1 		$370K Sell
3,221
-7,309
-69% -$801K 0.01% 311
2023
Q4 		$1.1M Sell
10,530
-864
-8% -$84.6K 0.04% 214
2023
Q3 		$1.07M Buy
11,394
+925
+9% +$90.6K 0.04% 188
2023
Q2 		$1.02M Buy
10,469
+716
+7% +$66.1K 0.04% 218
2023
Q1 		$882K Buy
9,753
+39
+0.4% +$3.45K 0.03% 230
2022
Q4 		$823K Buy
9,714
+7,201
+287% +$614K 0.03% 213
2022
Q3 		$200K Sell
2,513
-36
-1% -$3.19K 0.01% 399
2022
Q2 		$214K Sell
2,549
-79
-3% -$7.22K 0.01% 399
2022
Q1 		$266K Buy
2,628
+1
+0% +$100 0.01% 387
2021
Q4 		$283K Hold
2,627
– – 0.01% 377
2021
Q3 		$259K Buy
2,627
+1
+0% +$101 0.01% 389
2021
Q2 		$259K Buy
2,626
+180
+7% +$17.2K 0.01% 309
2021
Q1 		$222K Hold
2,446
– – 0.01% 290
2020
Q4 		$210K Buy
+2,446
New +$199K 0.01% 282
2020
Q3 		– Sell
-2,446
Closed -$171K – 455
2020
Q2 		$171K Hold
2,446
– – 0.01% 296
2020
Q1 		$141K Hold
2,446
– – 0.01% 300
2019
Q4 		$174K Hold
2,446
– – 0.01% 269
2019
Q3 		$160K Hold
2,446
– – 0.01% 251
2019
Q2 		$158K Hold
2,446
– – 0.01% 250
2019
Q1 		$152K Buy
+2,446
New +$146K 0.01% 254

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
TWIM
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
AA
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

Citizens Financial Group's ESGU Position: Q2 2026 in Review

Citizens Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 26% in Q2 2026, selling an estimated $110K and leaving 2,014 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Citizens Financial Group first reported a position in ESGU in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.1M in Q4 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Citizens Financial Group held 2,014 shares of iShares ESG Aware MSCI USA ETF worth $330K as of Q2 2026.
  • Citizens Financial Group sold 697 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $110K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #814 holding.
  • Citizens Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 29 quarters since.
  • Citizens Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $1.1M in Q4 2023.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.